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Button to link selected records

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kschnaenberg
6 - Interface Innovator
6 - Interface Innovator

Looking to use a button that when clicked, links that associated record to other selected records.  

 

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2 Replies 2
Sistema_Aotearo
7 - App Architect
7 - App Architect

You could possibly do this with a few automations. Meaning the button will run off a "Button" element from the interface builder. Maybe make (3) transactions expandable by users and put the button in here; might have to use a different view type instead of a grid?

The automation could be something like:

Trigger: Button click

Action: Find Records

  • Condition to find selected records from (4)

Action: Update Records

  • Update the button press' Airtable record ID
  • Field: the link field. Content: Dynamic - List of record IDs found in previous step

How you want to select the specific records to get inputted by the automation is up to you. I personally would make a "check box" field that gets updated to be unchecked as part of the automation.

Something Like:

Advanced Repeating Logic: Use the "Find Records" as a list

Action: Update Record

  • "Checkbox" to unchecked

Haven't tested any of this so it may need a bit of tweaking.

Let me know if it works haha

Well though out and appreciated! 

Unfortunately won't be able to make that solution work.  Firs the number of TRANSACTIONS per SCHEDULE will vary, and second there may be users doing the same workflow in different projects at the same time.