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  • 1.  Automation to add values to multi-select field

     
    Posted 03-07-2019 22:21
    I have an Organizations Table and a Category Table. They have a many-to-many relationship through a Join Table.

    I want to be able to filter Organization records in the Organizations table using Category Table fields. Each Organization record may have multiple Categories (and vice versa - hence the need for a many-to-many relationship).

    But because it is a many-to-many relationship, the Organization is a Master table and thus cannot lookup the needed fields from the Join Table.

    As a solution, I assumed I could create a multi-select field in the Organizations table, and use an automation in the Join Table to update the multi-select field in the Organizations table with an aggregated mirror of records in the Join Table).

    But I see that the automation merely replaces the multi-select field value; it cannot add a new value, and thus multiple values cannot be recorded in the multi-select field.

    Is there a way around this?

    (or is there a better solution to my need for filtering records in the Organizations table, using data from the Join Table?)


  • 2.  RE: Automation to add values to multi-select field

    Posted 03-07-2019 23:26
    But because it is a many-to-many relationship, the Organization is a Master table and thus cannot lookup the needed fields from the Join Table.

    I'm not following what you need to do that makes this the case, unless I'm misunderstanding you. Organizations is a parent to Joins; it sort of sounds like you just need to see Related Joins on Organizations?


  • 3.  RE: Automation to add values to multi-select field

     
    Posted 03-08-2019 01:25
    Ah, I wonder if I've misunderstood something.

    Yes, I need to see values from the related Join Table (Child table), and use them to filter results in the Organizations Table (Parent).


  • 4.  RE: Automation to add values to multi-select field

    Posted 03-08-2019 01:40
    Can you speak to what you're actively doing when you say 'filter results'? This is on a report, or..?


  • 5.  RE: Automation to add values to multi-select field

     
    Posted 03-08-2019 13:59
    Yes, there are quite a few fields in the Categories table, by which we want to filter results in Organization Table reports.