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Kanban view for a multiple select field?

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Y_S
6 - Interface Innovator
6 - Interface Innovator

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!

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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!

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17 Replies 17

Hi Yehuda, hmm, may I know what issues you faced while using the filters to achieve this? Is it that you would like to have all of this data on hand, without needing to modify a view’s filters each time? Once I know that I might be able to suggest something that better suits your needs!

filter


An alternative might be to create a “Presenting Issues” table and make each issue an individual record, which would allow you to do a rollup of the therapies, and you could simply go to the “Presenting Issues” table any time you wanted to view this information without having to fiddle with filters.

The tradeoff here would be that linking the issue to each modality becomes slightly less seamless, but if it’s a one off this might be worth doing.

Therapeutic Modality table:
Screenshot 2022-05-17 at 10.44.08 PM

Presenting Issues table:
Screenshot 2022-05-17 at 10.44.21 PM

Both of the above setups can be found here


I tried making the Kanban view work as you requested, but I couldn’t seem to figure it out. Here’s hoping someone else has a suggestion!

Thanks for this!

  1. That’s right - I’m not using the filters (although that’s a good idea!) as I need all the data on hand without needing to modify each time

  2. Interesting idea re. making a ‘Presenting Issues’ table, as a Gallery view will have a similar effect as a Kanban. However it’s not going to be a a one off thing so would ideally need another solution. Is there a simple way to ‘flip’ the records so that the Presenting Issues are on the Y axis (as you’ve achieved in your Presenting Issues table)?

Hmm, how often are we looking at here? We could potentially have both the multiple select field and the linked field, and then use an automation to automatically create the link. This might not be tenable depending on how often you modify presenting issues / create new therapy modalities and what Airtable plan you’re on though!

You’ve tried out the linking of the records? The lag while waiting for the records to come up always irks me heh


Hmm…nothing comes to mind I’m afraid, sorry

Y_S
6 - Interface Innovator
6 - Interface Innovator

Actually I guess I just need to link each issue to each modality once.
When you talk about automatically creating the link, do you mean that whenever there’s a change in the ‘Presenting Issues’ table it would automatically also change in the Thereaputic Modalities table too?

Are you referring to this linking?:

image

We’d have to set it up, but yeap, doable!


Yeap I am

Once I’ve matched each issue (about 25 possibilities) with each therapy (about 50 therapies) then I’d only occasionally need to make adjustments. Does this sound like something very time intensive to set up?

Is this possible to do on the Basic plan?

Super easy to set up. If you already know all the links, this will probably take you an hour max I reckon

Edited to add: And yes totally doable on a Basic plan, sorry for not answering that!

Here’s a gif of me linking a couple

linking records

First time me doing this sort of thing. I’m getting an error when setting up a Rollup (as it looks like you did that in your screenshot for the Applicable Therapies field.

Screenshot 2022-05-17 at 10.44.21 PM

Do I need to do a Rollup?

Here’s my error
image

Cool that I have the interventions field and presenting issue field automatically filled out! Thanks for all your help!

Ah, for the formula, try ARRAYUNIQUE(values)?