I am slightly confused as to whether this functionality exists, GPT seems convinced it does but I can’t make it work.
I am on the ‘teams’ plan for reference.
What am I looking to achieve:
- Via interfaces, filter records from my ‘People’ table. (straightforward enough)
- Then select these records in bulk (100+ of them). I am using a grid as this allows me to tick all the records nice an easily.
- The problem comes when I want to update a field for all of the selected records. The purpose of updating this field is to move them to another table - ‘Projects’.
- I have found 2 potential solutions:
- An automation that adds a new record into the relevant project based on a dropdown.
- A script trigger by a button within interfaces that moves the selected records to the designated place.
- The issue with both of these options is that I can’t do it on a ‘bulk’ basis. Even if I select multiple records it just wont allow me to action them all at once.
Any thoughts? Is this possible or am I wasting my time?
I think the workaround might be doing this outside of interfaces, but that’s not ideal as the people who will be using this functionality will ideally only have access to interfaces.
Thanks!