I have a Master Inventory of all line items for a project. We then create Material Requests where we collate a number of these line items (maybe a few hundred) per vessel sailing. I need a way of effectively viewing the Inventory and selecting a checkbox or similar, then allocating these items to that Material Request. This creates a new record for that item.
I can go into my material request currently and select individual items that are added, but cannot find a method of bulk selection and allocation.
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Hey @Lewis McCulloch!
You can have an interface which uses Inventory as source, which will show product name and “Select” checkbox field.
You can have a button on the interface which will be connected to an automation.
Automation gets triggered when button is clicked. Finds records from the Inventory table where Select is checked Repeating group: Create record action on Material Requests table, which will map the value of the corresponding Product For last, within the repeating group make sure to update each record being looped to uncheck the Select checkbox.
The only possible problem with this would be if multiple people are checking the checkbox for their own set of records at the same time.
Then, whenever the automation gets triggered, it’s going to find EVERYBODY’S checked items, not just YOUR checked items.
So instead of a checkbox, a better idea might be to use a User field which gives you a dropdown menu of all the users in your base. Then, you would choose your name from the dropdown menu to “check off” the items that belong in your list.
Then, your automation can find the records with YOUR NAME attached to them, instead of finding a checkbox that multiple people may have checked.
You would accomplish this by using Airtable’s automation capability where you can identify the “user who took action” (i.e. the user who pressed the button on the interface to trigger the automation). So the automation would know which user’s name to search for.
Hmm, it looks all the MRs you’ve selected need to be tied to a single Delivery? If so, I’d recommend an Interface for that and I’ve put something together here for you to check out
The workflow would be:
Create a Delivery record
Select the Project Inventory records you want to add to this delivery via the ‘Select for MR’ checkbox
Click the button ‘Create MRs for Delivery’
This automation will then create one record per ticked ‘Project Inventory’ record in the ‘Material Requests’ table, linked to the ‘Delivery’ record
You can then set the quantity etc for each of the Material Request records for that Delivery
