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Question

Select and Relate multiple records from a different application

  • August 15, 2017
  • 0 replies
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Okay, app #1 is Work Orders and app #2 is Defects. Defects are reported into app #2 telling us where there are things like pot holes in various parking lots we manage. Then later, a repair vendor is chosen to work on a big project to have activity among a number of parking lots. When the Work Order is produced in app #1, we need to, on the Work Order Form, pull up the entire list of reported Defects and then select a number of them as related defects to be handled under this Work Order. I've set a one to many relationship Work Order to many Defects but don't know where to go from there. An ADD Defect button doesn't work because I'm not created a new Defect Record.
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      There are a few solutions to this.  One is to create a work order and then go to the Defects table and into a Grid Edit report of Unassigned Defects, and have the user Grid Edit  (and use copy and paste perhaps after the first one), to assign the defect to that Work Order. 

      That will work and I suppose that you could put a button to launch that report, on the Work Order.

      A more user friendly is that there is a technique I could implement on your system to have the user create the work order as usual, and save it, and then click a button to "Quick Select" the defects to assign to the Work Order.  The Quick Select button would be on the defects report and the user would have full access to the Dynamic filters and Search box in the report.  When the user was finished quick selecting, the user would click a link to get back to the Work Order to see the defects as child records.  But that technique, while fully native,  is too complicated to explain here, so that would take a couple of hours of consulting time to implement it and demo it.
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