Collecting Brokers by the number of mentions

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1

Hello everybody!

What’s the best way to create a separate workspace in Tape where I can see how many loads each broker is connected to?

We use Tape for billing and factoring, and for every load we have a field where we select the broker.
I’d like to have a workspace (or view) that summarizes how many loads each broker has.

Thank you in advance!

2

Hey @SanjaNikolic
If I’m understanding your request properly, this should be a pretty simple solution.
If you are using relationship fields for the field you noted for selecting a broker, you can then utilize a calculation field to count how many times each broker has been related back to your load items.

aka
App 1 = Loads
App 2 = Brokers

In App 1 you have a relationship field connected to App 2 so you can visually select/tag which broker was tied to that load.

Then over in App 2, you can set up a calc field and use something as simple as

@all of load_ID.length()

to get a count on the broker page showing how many loads they are connected to.

You could even take that further to put date/time parameters in place if you need something that shows an all time count in one calc field and a current month load count in a second calc field.

Does this help solve the need you’ve expressed here?

3

Thank you!

Is there a way I can create a separate workspace for those calculations? That is separate from our Brokers workspace. So I can see just brokers ranked by the number of loads.

That would be the best for us.

4

yes you could…sort of.
Calculation fields can pull data across for items they are directly related on.
Meaning if you change the structure to be:
Workspace 1:
App 1 = Loads
App 2 = Brokers

Workspace 2:
App 3 = Broker Reporting

If App 3 isn’t related directly to App 1 anywhere, then you can’t pull a calculated count through.

One option would be in App 2 set up the desired calculation, make it always hidden.
Then for App 3 have a relationship field pointing to the ‘Broker item’ from App 2 and use a calculation to pull the count from app 2 into app 3.

Alternatively, you could use the automations tool to get related app 2 broker items, then follow that relationship to app 1 loads. Then count the loads per your required criteria and place that result into a field in App 3 where only you see it because others don’t have access to the workspace 2 where app 3 lives.

I hope that helps as you figure out the best way to achieve your goal here.

5

Thank you, Carson, for your help!

We can’t change anything, we have a several workspaces, for every driver, and we have a Accounting workspace, also, for every driver.

And in the Accounting Workspaces, we can choose which broker is related to the load. From there we want to see how many loads are connected to the each Broker.

Is there a way we can create some sort of a table, or automation, or a special Workspace for Load Count?
Maybe through “Collected” option in automation?

Thank you, once again.