Forum Discussion

HannahEngelson's avatar
HannahEngelson
Qrew Trainee
13 days ago

Relating Multiple Records from another table

I am trying to create a new process for tracking manual revisions in our training curricula that we've built into our project manager app.

Each change may affect multiple curricula, and multiple lessons within it. I would like to be able to add a change, select the curricula it applies to from a dropdown, and then have another dropdown of lessons from the curricula. I have the relationships set up the way I want it now, but I can only select one curricula and one lesson to relate to each change record.

I've seen the many to many option of having a table in the middle, but I'm struggling to figure out how to apply that to my scenario. I remember an Empower session that related multiple work equipment to one work order using a multi select and a Pipeline to relate that to an Equipment table but I can't remember how it was done in the end. I'd love any ideas!

  • I can picture a workflow like this which is supported by a technique I call User Focus:

    You create a Change record and launch off that record (maybe even using the savebeforenavigating syntax to simultaneously save the Change record and set the User's Focus to know that Focus Change and then land on a Report of Curricula, then you would launch off a Curricula record (recording the User's focus Curricula) and landing on a report of lessons for that Curricula.  Then there would button on each row of the report to quickly create a "Lesson Change" child record under the lesson.  You would then quickly click on each lesson  and on each click the child record would be created and the report refreshed indicating which lessons have already been associated with that Change.

    If this sound like what you want, then we would need to book a short consulting session of an hour or two to get this working on a Zoom session.   Or ask more clarifying questions here.   You can email me at

    Mark Shnier. mark.shnier@gmail.com

    QuickbaseCoach.com

  • Mark, thank you for your reply! I think this is more than we have the bandwidth for right now. We're going to look at other options.