Forum Discussion

Qrew Cadet

4 years ago

Kanban report help - multi select text field help

I would like to use Kanban reports to track varies quotes and their stages in my app. I have a Multi select text field where all the status' are listed and the field type cannot be changed. Is there...

reports and charts

Qrew Cadet

4 years ago

Hi Mark,

Yes, that is what I am asking, is there a way to keep the original field, and have another field with the same data but multiple choice so i can use it in the report?

MarkShnier__You

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Qrew Legend

4 years ago

I could help you convert your existing field from a multi select field to a multiple choice field, but there is not a way to have both as data entry fields and the Kanban only supports a multiple choice data entry field for the columns.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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KellyLyons1
Qrew Cadet
4 years ago
Ok, would converting that field cause issues within my app though?

Would making another table to mirror the original table be worth a shot?

Kelly

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Kelly Lyons
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- MarkShnier__You
  Qrew Legend
  4 years ago
  "Converting" was too strong a word. We can make a new field with the same choices as the multi select field and you would need to go into field usage and "one by one" replace where the multi select field was used to use the multiple choice field.
  
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  Mark Shnier (YQC)
  mark.shnier@gmail.com
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  - KellyLyons1
    Qrew Cadet
    4 years ago
    Ok, I understand most of what you are saying. I have created the new field and all the data for it to be multiple choice. Now I think I am confused about the other part. Are you saying I need to go into each individual record and make the change to use the new field?
    If so, how will this affect all the webhooks and automations I have in place?
    
    Kelly Lyons
    Director of Operations
    Access Surgical
    D - 720.772-9926 | F - 888.220.8204
    k.lyons@access-surgical.com
    
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