Kanban view for a multiple select field?

[Y_S]

Hi,

I’m putting together a base together with a list of therapeutic modalities on my y axis; and a multiple select field called ‘Presenting Issue’ on my x axis where I’m inputting the different presenting issues each therapy targets (e.g. CBT targets Phobias; Depression etc). I’ve a list of about 50 different therapies and would like to be have a view where I can look at the presenting issue and then see which therapy is ‘matched’ to the issue.

I assume the best way to do this would be with a Kanban view, however Kanban doesn’t seem to work with a multiple select field. Any suggestions of how I can a Kanban to work, or perhaps a different method to achieve a similar outcome?

Thanks in advance!

[Y_S]

Hmm I’m lost with the Rollup and formulas (I don’t have a formula field to input the formula). Are they even necessary?

When I change the Presenting Issue field to a Link (rather than Multiple Select) I lose the colour formatting (where presenting issues were colour coded e.g. anxiety in blue; eating disorders in pink). Is there a way to maintain the colour coding?
Before:

After:

[TheTimeSavingCo]

Y_S:

Hmm I’m lost with the Rollup and formulas (I don’t have a formula field to input the formula). Are they even necessary?

That’s…an excellent point. I apologize, with this use case we can accomplish what we’re looking to do with a Lookup field and we do not require a Rollup or a Rollup formula at all. So sorry.

Y_S:

When I change the Presenting Issue field to a Link (rather than Multiple Select) I lose the colour formatting (where presenting issues were colour coded e.g. anxiety in blue; eating disorders in pink). Is there a way to maintain the colour coding?

I’m afraid not, and I can see how important this functionality would be for your workflow. In this case, I would suggest having two fields: a multiple select field of Presenting Issues which are color coded, and a linked field to the Presenting Issues table. The linked field to the Presenting Issues table would basically always be hidden, and we would use an automation to keep the multiple select field and the linked field in sync

On a Basic plan, you would have 100 automation runs a month per base. Would you be making modifications to the Presenting Issues more than 50 times a month? If so, I would suggest an automation that runs once a day instead

(You could, of course, do this manually by pasting the values from the multiple select field into the link field every time you make a change, but I don’t trust myself to do that kind of thing properly and thus use automations for such things)

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To view the formulas and automations, duplicate the base by clicking the title of the base at the top of the screen and then click the three horizontal dots on the right.

[Y_S]

Adam_TheTimeSavingCo:

That’s…an excellent point. I apologize, with this use case we can accomplish what we’re looking to do with a Lookup field and we do not require a Rollup or a Rollup formula at all. So sorry.

Do you mean a Lookup field or Linked field?

Adam_TheTimeSavingCo:

On a Basic plan, you would have 100 automation runs a month per base. Would you be making modifications to the Presenting Issues more than 50 times a month? If so, I would suggest an automation that runs once a day instead

Once I’ve matched all the presenting issues to the modalities I’d expect to only occasionally making adjustments. I assume I can manually force an automation where necessary.

What formula are you using for the field titled Is Presenting Issue...? (or was that just to demonstrate that they automatically sync?)

[TheTimeSavingCo]

The formula is:

IF(
  {Presenting Issues Link} = {Presenting Issues Select},
  "Yes",
  "No"
)

It’s used as the trigger for the automation; the formula field updates to “No” if the two fields do not match, and the automation will run once said formula field updates to “No”.

You can view the automations in the base by clicking the “Automation” button at the top right of the screen

And you can also view the formulas by duplicating the base!

(Apologies if you already knew how to view the automations / duplicate the base for formula viewing!)

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Y_S:

Do you mean a Lookup field or Linked field ?

Sigh…I did mean Lookup field, but you’re right once again, the Linked field works just fine here. It’s been a very long day, sorry for all the mistakes

[Y_S]

Am I correct in assuming I want to insert Airtable Record ID as the property?

[TheTimeSavingCo]

Here’s a screenshot of the automation:

You’ll need to change the table bit

[Y_S]

Thanks - it works!

I feel like Airtable should really say Choose records to link **from** rather than Choose records to link **to**, as it’s really pulling the info from the Presenting Issue field…

As I currently have the automation running in the , does this mean every time i make an edit to the Presenting Issue field another one of my 100 monthly limit will be used up?

[TheTimeSavingCo · Accepted solution]

Yeah, that’s right, every time you make an edit to the Presenting Issues field the automation will run and use up one of the 100.

Glad we got it working!