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Linked Records Column - only allowing a linked record to be linked once the entire column

E
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Hi Everyone,

I am attempting to create a database of my entire inventory of items for my Antique Store.

When selling an item, I am logging the transaction and linking the Item # to that transaction.

Of course I cannot sell an item more than once, so I was wondering if there is a way to declutter the possible selections for linking a record.

Example:
I sell item #1 and create a transaction ID for it. I link item #1 to that transaction ID.
I sell item #2 and create a transaction ID for it. I do not want to see item #1 as a possible record to link to.

Is this possible?

2 replies

J
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Hi Evan- Yes, this is possible through the use of views.

In this case I assume you have a Transactions table & an Items table. When looking at the Transaction table, let’s say you add a link to a particular item on one of the Transaction records. In doing so, a linked record field is utilized on both sides of the relationship.

If you head over to the Items table, you can then create a view that filters out all of the Items record that have a value in the linked record field.

After doing this, you can head back to the Transactions Table & configure the linked record field there to only show records from the new view you created. You do this in the field configuration popup. Doing so will prevent new links from being created for Items that already exist in a Transaction.

Hope that helps!

kuovonne
Justin_Barrett
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  • kuovonne
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E
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  • Evan_McMahon
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  • 6 replies
  • December 14, 2021
Jonathan_Lutz wrote:

Hi Evan- Yes, this is possible through the use of views.

In this case I assume you have a Transactions table & an Items table. When looking at the Transaction table, let’s say you add a link to a particular item on one of the Transaction records. In doing so, a linked record field is utilized on both sides of the relationship.

If you head over to the Items table, you can then create a view that filters out all of the Items record that have a value in the linked record field.

After doing this, you can head back to the Transactions Table & configure the linked record field there to only show records from the new view you created. You do this in the field configuration popup. Doing so will prevent new links from being created for Items that already exist in a Transaction.

Hope that helps!


Amazing…thank you so much!

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