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Hello everyone !


I am sharing with you a « funny » problem that keeps my neurons busy and now depressed. If only I could :



  • Create a form where a Roll up could be displayed as a Single Select in a form

  • Select existing records through a form & update them


CONTEXT :

My team wants to schedule committees, composed of 8 timeslots (2 committees / month).

We need people to book a timeslots to present their topic (among available ones of course).

We want to open the booking on a quarterly basis.


The Committee Table is configured as follow :

gDate] Field : Date Primary

gSingle Select] Field : Timeslot (A, B, C, D, E, F, G, H)

gSingle Select] Field : State (Blank, Requested, Planned, Confirmed)

gText] Field : Requester

gText] Field : Topic


The table view is grouped by Date for the team to easily see the agenda of each committee.


THE PROCESS WE WOULD LIKE (BUT CAN’T) APPLY:

A requester :



  • Finds a “date / slot” combo (aka state is blank)

  • Blocks an available slot by :

    • Leaving his name

    • Notifying the topic

    • The update of the state from “Blank” to “Requested” would be automated.




I am stuck… anyone with a good idea?

My post here describes how to create a system that is similar to what you are looking for. It’s not identical to your needs, but it gives you the general idea of what needs to be done:




Less similar is this post, but it is along the same line of thinking:


My post here describes how to create a system that is similar to what you are looking for. It’s not identical to your needs, but it gives you the general idea of what needs to be done:




Less similar is this post, but it is along the same line of thinking:




Thank you very much for your answer @ScottWorld !

I indeed went through your first path, my issue is that with timeslots, it adds a number of fields in the possibilities to pick from. But hey! I’ll just deal with it (I added a formula which returned ’ Date&" - "&Timeslot).


So, your second idea is very much the thing that I am taking away. I will just set a limit of 8 available slot per date (when State is blank) and the team will appoint people to the slots. That’s a little bit admin work for the team yet it also keeps the flexibility that only a Human being can handle (with the current configuration).


I won’t mark your answer as a solution yet - just to see if someone ends up on that thread and could come up with a better solution… but that’s definitely a workaround that I will be satisfied with

With the help of Scottworld, I have taken the following path 🙂

Hello @Someone !


I have eventually gone the way described below.

I am only sharing the backbone of my tables, I added many other extra fields & automations to ease the management but that’s off topic) :


Table 1 : Dates

** Where we manually input the dates when available **

PRIMARY - -Date] Dates

>Linked filed] Comittees (linked to Table 2)

>Formula] Timeslots to create (8-{Timeslots created})

>Roll up] Timeslots created


Table 2 : Committees

** Where we list the Committee dates & timeslot **

PRIMARY - -Formula] Committee ({Linked Date}&"- Slot "&{Timeslot})

>Link] Linked Date (linked to Table 1)

>Single Select] Timeslot

>Single Line of Text] Requester

>Formula] Available? (IF(OR({Request #},REGEX_MATCH(Status,“Planned”)),“no”,“yes”))

Look up]Request # (linked to Table 3 - Request #)

Single Select] Status (Requested, Planned, Validated)


Table 3 : Managing Timselots

** Where we handle people’s booking requests **

PRIMARY - bAutonumber] Request #

eLink] Timeslot (link to table 2)

lSingle Line of Text] Requester

eFormula] Request Date (CREATED_TIME())

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