Processing Multiple Selected Records.

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Dan,


Your post on "How to Process Selected Records" is very cool.

https://quickbase-community.intuit.com/questions/1280505-how-to-process-selected-records


I would like to have the ability to select multiple checkboxes per record on multiple records and then process all records.

I would like to use this same technique you describe to help me manage duplicate records within a quickbase table. I have a [DupID] field in my Table. that I Group By within a quickbase view (allowing me to Group Duplicates).....I also use 3 checkbox fields to help me manage my dups

1) [Master Record]

2) [NonMasterDup]

3) [NonDup]

The view is very user-friendly in standard View Mode (not so friendly in edit view mode...aka: the grouping is removed).....it would be great to have the ability to "edit" using your technique while maintaining the "grouping view"....allowing me to select one or more of the 3 check boxes for each record within a duplicate group and then select the Process Select Records button.....

Is this possible?


Thank you

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George

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Posted 3 years ago

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Ⲇanom the ultimate (Dan Diebolt), Champion

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>Your post on "How to Process Selected Records" is very cool.

You are very wise.

>I would like to have the ability to select multiple checkboxes per record on multiple records and then process all records.

I don't understand what you are saying here. Where are all those multiple checkboxes located and what do they do individually? My example added one checkbox per record and when checked included the [Record ID#] of all the selected records for further processing by the script. You appear to want checkboxes on each record and also for specific fields.
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George

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Dan,

I have added a few images that may be helpful.

Based on the ProcessingRecords image....
1) Have the ability to Select the checkbox ([Master] or [NonMasterDup] or [NonDup]) that applies to each record while maintaining the DupID Grouping view. (aka: no quickbases grid edit view)
2) when processing the records take the following actions.
a) If [Master] or [NonMasterDup] is checked then save checked status.
b) If [NonDup] is checked then change the [DupID] to Null

Thank you for your help
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Ⲇanom the ultimate (Dan Diebolt), Champion

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Bear in mind that my technique takes a QuickBase report and augments it with checkboxes that sort of turn it into a form (which accepts user inputs to the checkboxes embedded into each record listed on the report). However, these checkboxes do not have a corresponding field in the table - they are only displayed to give the user the ability to select a record and make it part of whatever processing of the selected records is needed by your custom process.

So with this in mind, it isn't clear if your three checkboxes shown on your screenshots (1) [Master Record], (2) [NonMasterDup], and (3) [NonDup] are part of the "form" of if they are actual data bearing fields in the underlying table.

I am sure the technique can be applied to your scenario but I need to distinguish if the checkboxes are part of the "form"  indicating which records should be process and how they should be process or if they are information bearing field actually stored in the table.
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George

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Dan, thank you for the explanation...I have a better understanding of your technique (which is way cool).

Yes, the checkbox fields are actual fields stored within the table. I believe my goal is to have the ability to Group my records within a Grid-Edit view.  Is this possible?

Thank you