(Video) Become Multi Select Hero by Automating Multi to Multi Relationships

Question

I would be the first to admit , multi to multi is a pain to setup . In this video we are automating the process of Multi to Multi by using form rules and pipelines (Jinja). See the video here

Purpose of the video is to get your creative juices going , this is again version 1 and very basic , I can give v2 if needed.

1. I' have purposefully chosen food as it's very easy to understand
2. Quick Adoption of this includes Team Members for a given project (who are not users) , Simple BOM items from a dropdown

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Become Multi Relationship Hero with Form Rules & Pipelines

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Become Multi Relationship Hero with Form Rules & Pipelines

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Prashant Maheshwari
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Become Multi Relationship Hero with Form Rules &amp; Pipelines

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------------------------------Prashant Maheshwari------------------------------

donlarson · Answer

Prashant,I have the Quick Fill formula working now on the form.&nbsp; There is a key piece that cannot be seen in your video.&nbsp; &nbsp;The form rule that writes the formula to the text field has to have the check box cleared in the Options section.&nbsp;That is blocked by the circle where the camera capture is displaying.I also took the formula and exploded it into components so I could figure out what was happening in it.&nbsp; Here is a link to my longer version with comments:https://github.com/mcfindustries/Magic/blob/master/Community/Quick%20Fill%20Formula.quickbaseNow I have to replicate the Pipeline action to create the records in the M2M.------------------------------Don Larson------------------------------

prashantmaheshw · Answer

HI Don,Thank you for your feedback. I will definitely make a v2 .&nbsp;Absolutely love your detailed GitHub comments , it makes it so much easier to explain what I was mumbling about. I'm still hoping this form rule is as useful in problem solving for you.&nbsp;For pipeline you can either use extract regex or version below by @Doug Henning in my earlier post . Modify below to set your fields setup.&nbsp;
{%- set plist = a.quick_capture.split(';') -%}
{
  "to": "br8hpcpk7",
  "data": [
    {%- for x in plist if x|trim != '' %}
      {
        "18": { "value": "{{a.related_director}}" },
        "89": { "value": "{{a.id}}" },
        "6": { "value": "{{loop.index}} {{ x|trim }}" }
      }{{ ',' if not loop.last }}
    {%- endfor %}
  ]
}​​
​​​------------------------------Prashant Maheshwari------------------------------

donlarson · Answer

Prashant,I am close on the Pipeline but do not really understand it.&nbsp; &nbsp;I have figured out where my issue is.&nbsp; &nbsp;I created a text field of the Reference Fields in my Quick Fill[3;5;6;4;7]&nbsp; &nbsp;these are the RIDs of my Items selected.The split is producing a JSON list{ 1 32 53 64&nbsp; 45 7}when the loop tries to write that to the Related Item it is incompatible.&nbsp; I found that out by writing to a text field instead of the Related Item field.I assume that {{x|trim}} is meant to remove the index value but it is coming through.------------------------------Don Larson------------------------------

prashantmaheshw · Answer

HI Don,Thanks for taking time to post !Trim in earlier example was supposed to&nbsp;1. In Loop condition help with finding and skipping blank rows as users were simply typing whatever they wished&nbsp;2. Trim any extra spacesMy two immediate question would be&nbsp;1. Have you changed the delimiter from 
 to ;2. Is there any extra space when feeding any record id# to new table. "{{x}}" is different from "{{x}} "In this example since items are selected from dropdown , that wouldn't be the case , we can still use it in our loop for failsafe
{%- set plist = a.multi_ingredients.split(';') -%}
{
  "to": "bsvit786z",
  "data": [
    {%- for x in plist if x|trim != '' %}
      {
        "9": { "value": "{{a.id}}" },
        "14": { "value": "{{x}}" }
      }{{ ',' if not loop.last }}
    {%- endfor %}
  ]
}​
BUT below will also work
{%- set plist = a.multi_ingredients.split(';') -%}
{
  "to": "bsvit786z",
  "data": [
    {%- for x in plist %}
      {
        "9": { "value": "{{a.id}}" },
        "14": { "value": "{{x}}" }
      }{{ ',' if not loop.last }}
    {%- endfor %}
  ]
}​
You can post your code you are running and we can troubleshoot------------------------------Prashant Maheshwari------------------------------

doughenning1 · Answer

Hey Don,In the example code it includes the index in the output:
"6": { "value": "{{loop.index}} {{ x|trim }}" }​
Just delete {{loop.index}} from the beginning of the string so it's only referencing x:
"6": { "value": "{{x|trim}}" }------------------------------Doug Henning------------------------------

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(Video) Become Multi Select Hero by Automating Multi to Multi Relationships