Forum Discussion
VenkateshGandi
4 years agoQrew Trainee
Hi @Jennifer Juhasz, I came to know about the solution , but can't able to implement it. The solution I'm thinking is based on the response in multiselect field, we need to create a child record for each value in the response. I think webhooks is the option for us. I was able to create/ mirroring the response. But I'm unable to do the looping through the each value in the response as mentioned by @Avi Sikenpore above. Hope for this some advanced XML skills is needed.
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Venkatesh Gandi
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Venkatesh Gandi
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MarkShnier__You
Qrew Legend
4 years ago@Venkatesh
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Mark Shnier (YQC)
mark.shnier@gmail.com
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This is the way that I make a pie chart from a multi select field.
I create a child table representing each of the multi select choices which the user selected.
Then set up an automation that when the parent record is edited, to delete all the children and then to create a child record for every possible multi select choice, let's say there are 10 multi select choices so 10 children will be created, then the next step of the automation or pipeline will be to delete any of the children that were not actually selected.
Then set up an automation that when the parent record is edited, to delete all the children and then to create a child record for every possible multi select choice, let's say there are 10 multi select choices so 10 children will be created, then the next step of the automation or pipeline will be to delete any of the children that were not actually selected.
Because the children are children of the parent, they can have a look up field to know which selections were made in the parent and then a formula field can determine for each child that was created whether or not it deserves to remain or needs to be deleted. By having the very first step of the automation delete any children, it ensures that for any editing we are always starting with a clean slate.
Once you have the child table then it is very easy to make your pie charts off the child table
Then set up an automation that when the parent record is edited, to delete all the children and then to create a child record for every possible multi select choice, let's say there are 10 multi select choices so 10 children will be created, then the next step of the automation or pipeline will be to delete any of the children that were not actually selected.
Then set up an automation that when the parent record is edited, to delete all the children and then to create a child record for every possible multi select choice, let's say there are 10 multi select choices so 10 children will be created, then the next step of the automation or pipeline will be to delete any of the children that were not actually selected.
Because the children are children of the parent, they can have a look up field to know which selections were made in the parent and then a formula field can determine for each child that was created whether or not it deserves to remain or needs to be deleted. By having the very first step of the automation delete any children, it ensures that for any editing we are always starting with a clean slate.
Once you have the child table then it is very easy to make your pie charts off the child table
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- VenkateshGandi4 years agoQrew TraineeHi @Mark Shnier (YQC), Thanks for the reply, This is a decent solution. How did you achieved this; using Webbooks or Pipelines? Just wanted to check this: Will this works if users will keep editing the records periodically?
Thanks
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Venkatesh Gandi
------------------------------- MarkShnier__You4 years ago
Qrew Legend
This can be done with either an Automation or a Pipeline. Yes it will work fine if users edit records because the first step is to delete any children records so it always starts with a clean slate as soon as the parent record is edited or added.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- VenkateshGandi4 years agoQrew TraineeHi @Mark Shnier (YQC), Thanks for the reply, This is awesome, let me try from my end. I'm not very good at XML codes to opt Web hooks. I will try with pipelines.
Thanks!
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Venkatesh Gandi
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