Forum Discussion

HarrisonSmith's avatar
HarrisonSmith
Qrew Trainee
14 days ago

Add Existing Child Records from New Parent Record

I have an app where people can have many related child documents.

Now, the app requirements have expanded, so that documents can belong to many people. I want users to be able to select multiple existing people records when they create a new document record and uploading the file attachment, basically like a multi-select text field but for existing soon-to-be child records. I'd prefer to avoid creating a many:many assignments table for the sake of simplicity but if I have to then I have to. Any ideas? 

Relationships
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    14 days ago

    imho,  many to many is the way to go. If you try to shortcut it with multi select field, you will regret it later when it comes to various reporting issues.

    If you have existing data, it's very easy to migrate that existing data to a many to many relationship. I can coach you through that if that's an issue.  

    If you wanted to make it quicker for your users to add the many to many child records,  I could work with you one on one on a consulting basis for one hour to get a quick select method working, where you would launch off of a document and land on a list of potential people and then click click click on the various people and each click would add a child record and then a different click would take you back to the parent document record to see all those people added as people document records