Change field data type from "Text (Reference Proxy)" to "Multi Select Text"

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • Answered
I have 2 tables "Risk" and "Team Members".

Team members -> Risks in a One to Many relationship.

The reference field in Risks is called "Assigned to" where I can select the team member to assign the risk to from a dropdown in forms. 

I now want to change the "Assigned to" to a multi-select text because a risk needs to be assigned to multiple people. 

How can I change it to multi-select without breaking the table relationship and reference?
Photo of Chinmay Dhandhania

Chinmay Dhandhania

  • 224 Points 100 badge 2x thumb

Posted 2 years ago

  • 0
  • 1
Photo of Evan Martinez

Evan Martinez, Community Manager

  • 12,658 Points 10k badge 2x thumb
Hi Chinmay,

It is not possible to convert an existing reference field that is set to a multi-select text field. Doing that would break the relationship as a multi-select text field would no longer line up directly with a record. The issue is that your current relationship is that one team member can have many risks. You may instead want to assess your workflow and look into creating a many to many relationship. This allows for records from two tables to be assigned together to allow for many team members to be linked to many risks. 

The basics of the set up would require three tables:

Team Members -> Assignments <-Risks

This way each time a single Team Member is assigned to a Risk you create an Assignment record to link them to the Risk. The connection is stored in that third table so each team member and risk can have as many assignments as you need. Then you can also create report links on Team Members and Risks to help you see how the two link up. I have linked the help topic on Many to Many relationships below:

I hope this suggestion is helpful Chinmay.