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(Video) Become Multi Select Hero by Automating Multi to Multi Relationships

  • December 2, 2022
  • 0 replies
  • 313 views
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I would be the first to admit , multi to multi is a pain to setup . In this video we are automating the process of Multi to Multi by using form rules and pipelines (Jinja). See the video here

Purpose of the video is to get your creative juices going , this is again version 1 and very basic , I can give v2 if needed.

1. I' have purposefully chosen food as it's very easy to understand
2. Quick Adoption of this includes Team Members for a given project (who are not users) , Simple BOM items from a dropdown


VIDEO

Become Multi Relationship Hero with Form Rules & Pipelines
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Become Multi Relationship Hero with Form Rules & Pipelines
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Prashant Maheshwari
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    • DonLarson
    • Quickbase Alumni
    • December 6, 2022
    Prashant,

    I have the Quick Fill formula working now on the form.  There is a key piece that cannot be seen in your video.   The form rule that writes the formula to the text field has to have the check box cleared in the Options section. 

    That is blocked by the circle where the camera capture is displaying.


    I also took the formula and exploded it into components so I could figure out what was happening in it.  Here is a link to my longer version with comments:

    https://github.com/mcfindustries/Magic/blob/master/Community/Quick%20Fill%20Formula.quickbase


    Now I have to replicate the Pipeline action to create the records in the M2M.





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    Don Larson
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