Jul 31, 2020 12:35 PM
I have a multi-select field called “Trades”. A contact can do multiple “Trades”. I want to group by trades, but I don’t want the contacts with multiple trades grouped into their own unique multi-trade grouping, I want them to appear once in each trade grouping. Ex: list of trades is: demo, grading, hauloff.
I want a contractor that does demo and hauloff to appear once under the demo grouping and also under hauloff, and I want the only groupings to be demo, grading, hauloff. I do NOT want a Grouping of demo & hauloff combined. How do I achieve this. It seems like it would be a frequent issue.
Aug 01, 2020 07:47 AM
I’m afraid this can’t be done for a couple of reasons. First, grouping operates based on the full field contents, not subcomponents like multiple select choices. Second, each record only appears once in a given table. Grouping won’t create a duplicate of a record in another group.
One alternate way to organize companies by trade is to turn your multiple-select field into a link to a [Trades]
table. In fact, you can convert the existing {Trades}
field into a link field to a new [Trades]
table, and Airtable will add the options and build the links automatically. On the [Trades]
table, you can see a list of all companies linked to each trade separately. If a contractor is linked to Hauloff and Grading, there will be two separate links for them—one for each trade—in the [Trades]
table.
Will that work for your needs?
Aug 04, 2020 02:12 PM
Thanks Justin. That’s what I ended up doing. At first, it seemed like it violated the rule of extra tables, but it works.
Aug 04, 2020 07:39 PM
I’m not sure what you mean by “the rule of extra tables.” While it’s true that having more tables isn’t always better, there are plenty of times when adding a table actually solves a problem and/or makes it easier to achieve a desired goal.