Grid Edit (Keystroke Type In vs Dropdown Selection)

  • 0
  • 1
  • Question
  • Updated 5 months ago
  • Answered
I have this bridge table - "Task Assignment" for a many-to-many relationship between "Project" and "Rate Card library". When i want to assign (handbomb) the list of rate card items as multiple records in the "Task Assignment" table for the project, I would like to do it in Grid Edit mode as it can be enter new records as if i would do it in excel.

Is there a way to type in the "rate card" item within grid edit directly instead of forcing to click and pick from a dropdown to pick the rate card item?

thanks
Photo of Erikson Tsang

Erikson Tsang

  • 144 Points 100 badge 2x thumb
  • slow

Posted 5 months ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 69,704 Points 50k badge 2x thumb
There are at least two different solutions to this.  If the nature of the data entry is that everyone knows the choices for the hand types values, you can make a data entry field for the rate card.  The Key field of that table would need to set to be the field that has the the values that the user will be typing.

Then you would change the field for [Related Rate Card] to be a formula field and the formula would be that data entry field.

You may want to try this on a COPY of your app first.

If you do need the option of both methods of entry say for new users or on a form, there is another solution.
Photo of Erikson Tsang

Erikson Tsang

  • 144 Points 100 badge 2x thumb
Thanks. I've tried to do the first method. It works perfect only if the user knows the code of the rate card. As you mentions, new users who are not familiar with the rate card code won't be able to do that.

Would you be able to provide some guidance on the doing both method (type or select)?

thanks
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 69,704 Points 50k badge 2x thumb
OK, so for the combo approach you make two relationships

You have your existing relationship and the reference field is [Related Rate Card].  I suggest renaming it to be called 

[Related Rate Card from drop down]

Then you already have you data entry first called 

[Rate Card Direct Entry]

Then make a formula field called [Related Rate Card final]

IF([Rate Card Direct Entry]>0, [Rate Card Direct Entry], [Related Rate Card from drop down])

Then make a new relationship and use that [Related Rate Card final] field on the right side of the relationship.  Lookup any values using that relationship and delete any lookup fields from the original relationship and instead us these lookup fields.






Photo of Erikson Tsang

Erikson Tsang

  • 144 Points 100 badge 2x thumb
ah!!! I think I found another solution based on what you've suggested.

As I was creating the [Related Rate Card from drop down] via relationship, i was thinking if i can use that field as "Text - Multiple Choice" with selection of another field instead of a picker via relationship.

Then, basically if I change my initial entry field as text - multiple choice w/ "another field" as selection. By doing so, I can handbomb the number, and also provide a dropdown option

I'm not sure if there's a limitation to do this method. Not sure if there's a maximum of choice can be use as "multiple choice" selection from another field

(Edited)
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 69,704 Points 50k badge 2x thumb
that should work