Adding more info through Multi-select
Multi-select is quite nice, and is improving workflows for a lot of my clients. Thanks for adding this!
Would love to see the ability to choose a few fields from the join table to include in the multi select. That way the record created in the join table has all info required.
Situation: We're creating an Invoice record, using multi select to choose items from the Products table, which are added to our "Line Items" join table. A "Line Item" record contains the number field "Quantity"
Current process is to choose items with multi-select, save record. View for line item appears at bottom of form after saving. At this point, they can add quantities for their line items through the view.
A few problems arise here: The first is that many users forget the critical step of adding quantities. Next time they access these, all Line Items have 0 quantities and they can't remember what they were.
The next issue: Often the user needs to create a ton of line items. The process of choosing the line items, then adding quantities for each can be troublesome. For instance, if you're taking an order over the phone: Someone's telling you 25 line items they need, you mark these in multi select and click save. Now they need to go through the whole list of 25 again to get the quantities.
This could be fixed if, while imputting to the multiselect, you could choose the Product and input the needed Quantity (as well as other join table fields for that matter).
Sorry for rambling, hope this is clear
Tiffanie S. commented
Thank you for the feedback. The intent of the multiselect widget is to speed up the process of adding child records. So instead of clicking the add button, filling out a form, and saving it, and repeating this process multiple times, the widget bypasses the form, lets you quickly select child records, and means the user only has to hit the save button once. If you wish to see the form, then it might be best to allow users to add records from child views, instead of using the multi-select wizard.
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Stephen Singer commented
It would be lovely if there were an option for the Edit form for the underlying join table to popup as each Multi-select item is added. I understand that records aren't created until the form's current record is saved, so I'll cheat and add a second request here to have the option to make open forms Auto Save at a selected interval. That would be incredibly valuable to allow forms to be more interactive (populating calculated fields on the form or showing associated child records. It would go a long way to allowing the form to help prevent the creation of redundant child records and allowing user input to be informed by existing data when creating new records.
Thank you for your suggestion. I agree that this would be a very helpful enhancement and have logged your request.
In regards to your second question, while it is not possible to get additional votes on the forum, it is possible to get your votes back from any issue/enhancement you've voted on previously and to vote on your higher priorities.
Also, how do you get more votes? I've been on here a while so they're long gone.