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Allow selected items in a List to be used as a Record Picker

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5 - Automation Enthusiast
5 - Automation Enthusiast
Status: New Ideas
What is the proposed idea/solution?

Currently there's no easy no-code way to build an Interface which allows you to select multiple records from a list and then manipulate the data thereafter.

How does is solve the user problems?

For example, we're building an Invoice/PO management system which requires us to Approve multiple invoices at once from a list. Currently, the only workaround we have is to manually have a Status dropdown for each row which is individually changed. Then we have a single select record picker looking ugly at the bottom of the page, just to enable a Button to have an automation (even though it's in no way connected to the record picker's displayed record) which then runs our automation based on the status field.

We should be able to tick multiple items in a List/Table and then be able to Automate from that.

How was this validated?


Who is the target audience?

Anybody editing multiple fields at once or lots of data.

1 Comment
11 - Venus
11 - Venus

Yah, the alternative workflows aren’t pretty, with many clicks and multiple layered sidesheets on-top of one another - all could be avoided if other elements that list/show records could act as the record picker does, and then be complimented by fields that target that selected records data. 

I have wanted this for many months now.