Qrew LegendSo you have the structure setup and can add the children records one by one, but you are now asking if there is a way to make the process faster for the users to add multiple children?
The issue is that they are not adding new items but picking from a list of over 800 items. I have used the technique using a checkbox and a pipeline to add the selected items. I am hoping there is a way to use like a record picker to select the items. Ultimately a new line item would be created from a copy of the catalog item.
Qrew LegendIs 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.
Qrew LegendJulie,
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.
