Hi,
I'd like to build a database that would be a kind of checklist to track who performed which tasks and when.
Question #1: I have drafted the structure of my tables (screenshot below) but I'm still not sure how to link the tables? Which fields should be linked to which ones? Ultimately what I'd like to do is to be able to update for each task who has performed the task and when.
Question #2: Some tasks will only be applicable to some events (ie. Task1 will only be applicable in case of new sub-fund launch, and not in case of new share class launch). What I would like to do is to be able to filter that when loading a form. That would allow me to deal with all types of events in one single form (ie. if, in a separate form which would be the main menu, the user would click on "create new share class", then a form would pop up containing only the tasks applicable for new share classe launch, so task1 would not appear.
What would be the best way to do that? Creating an additional table containing all my events "new sub-fund", "new share class", etc. with check boxes and a rule that would say "if this task is ticked for new sub-fund and new share class it means that the task is applicable to both"?
Many thanks for your help
Greg