Is the issue that the pipeline runs too slow for a good user experience?
Also do you have a many to many join table set up where one Order has many product order lines and one Product master has many order lines.
You are right. I was not even thinking about this as a way to accomplish because I really wasn't looking to save the association from the catalog to the order, but yes using a many to many relation ship works, though still doesn't give you a searchable record picker in grid edit.
Julie,
Can you contact me directly by email and I will give you a demo of some alternative approaches. It's not some thing that I can explain step-by-step on the forum but there are two different approaches for quickly adding child records. You would need to set up that middle join table so that you are creating Product Order records, (assuming that the Order has many products on it).
One approaches that you launch off of the order record into a native QuickBase report with all the dynamic filters and search bar and you click a button on each Catalogue Item line you want to add to your order, so one click per line created and then when you are done clicking you click a button to re-display the order record and see the children you created.
Another approach depending on whether or not there's a lot of concurrent users building orders at the same time, is to use a checkbox field to select the lines you want and have them add it all at once.
You would need to have a small budget available to you for some one on one consulting time but we could have an initial no charge call just to scope out what you want and I could give you an estimate of the time required and the cost to make it quicker to select. The one by one method is probably only about an hour or an hour and a half of consulting time.
Mark -
Not sure if this is what you would be showing, but I have accomplished a similar thing by having a button that first copies the parent record ID (from where I launched) to the User Focus Table (how you originally taught me). That brings up the report, with a custom button to 'Add Item to XXX' (where xxx is the parent record name/description). The add simply creates a record in the many to many table. Then I use custom buttons to be able to 'remove' the item, which really just deletes the many to many entry. Fairly clean, and I believe based off of a suggestion or idea from you.
Julie - I hired Mark for a number of hours when I first was getting into Quickbase, and it was very helpful. I can't recommend Mark enough so if you are able, I would certainly look into his consulting!
Exactly,
Working directly with one on one with Julie for an hour or two I could teach her the very valuable User Focus Technique (and solve her problem leaving a working example) that then she can use for the rest of her illustrious Quickbase career.
