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Claris Engage 2025 - March 25-26 Austin Texas ×

Can I use a value list /checkboxes to assign join


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Posted

I currently have three tables.

Applicants

Search Committee Members

Search Committee Member Assignments

Search Committee Member Assignments is a join table between the other two.

I currently have a portal on each Applicant record in which you can assign

search committee members. The portal uses a dropdown menu using

a value list of the available search committee members that can be assigned.

I'd like to make it though so that you can assign search committee members via checkboxes

based on that value list.

Could someone tell me how to do this ?

Note, I need to leave the relationship in tact, because I use information from the Search Committee Members table (for example, to send emails to the assigned search committee members for each applicant).

thanks

Posted

Yes, but it will be much more complicated than creating records via portal. After selecting/deselecting the desired members, you would need a button to call a script that compares the existing related records in some way, creates new records for members not previously selected, and deletes records for members that may have been removed.

I would stick with your current method, if possible.

Posted

To answer Transpower's question,

Using the portal is slower than checking a few boxes. I'm trying to woo some high level executives (who might rather just use an Excel spreadsheet) to use a technology which they aren't yet convinced is a time saver and helper.

Having to bring them pull from a dropdown list to make the assignments is one step slower than just checking a few checkboxes. Plus, I think it's a little more intuitive to see your options in front of you ready to be checked, rather than having to pull them up from a dropdown list.

I'm trying to make the system as obvious to use as possible.

Posted

Then there's a trade-off to consider. They can take a little longer to make the selections via the portal or they can quickly select/deselect checkboxes and wait longer for a script to synchronize the data. Depending on the number of members selected, this could take much longer to process. At the minimum, I would think it would at least take a few seconds longer for a few (<= 5) (de)selections.

  • 1 month later...
Posted

I am trying to do something pretty similar, and would definitely agree that for the user, checkboxes presenting all of the current options are much more intuitive.

Any chance of getting some kind of sample script showing how to do this?

This topic is 7293 days old. Please don't post here. Open a new topic instead.

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