I have an issue with linking the appropriate records between two tables in my Glide app.
Table 1 contains “Clients,” each consisting of two, three, or four individual persons.
Table 2 contains a list of all individuals who can be part of a Client.
I would like to enable a search function in the form for adding a new Client (in Table 1) that allows selecting individuals from Table 2 and assigning them to the Client with a click.
Could you suggest the best way to achieve this in Glide? Is there a way to select related records in a form using a “Collection Table” instead of the “Choice” option?
Yes, I understand how relationships between columns work. I use RowId to link them, and everything works nicely. However, when adding a new record via a form, I would like to be able to select a record from the second table, but necessarily in the form of a “Collection Table” rather than from a choice option.
It was about the aesthetics of searching – the name is one thing, but the other columns are also important. I solved this by using Collection Data Grid and a button option that temporarily assigns a value to a given row. Then, in the next form field, in choice, I have filtered options from the table.
I did it this way: To add a new row in the Clients Table, the system redirects me to another table containing leads. There, I select the lead I want to convert into a client using a button.
This button triggers a workflow that checks whether the lead has already been converted into a client. If it has, a message appears: “Lead converted into a client – go to the edit menu.” If the lead has not yet been converted, its RowID is copied to the User table, into a dedicated field called Temporary RowID. Then, the system redirects me to the client creation form.
In the Client Form, there is a table of individuals containing a Temporary RowID column and two buttons: Assign Temporary RowID and Remove Temporary RowID. In the next module, there are Choice buttons that filter the data, displaying only records whose Temporary RowID matches the one stored in the User table. Additionally, there are extra fields where I can assign values using the Choice option.
That’s the short version. I’m not a native English speaker, sorry if I made any mistakes!
By the way, do you have any advice on how to simplify this process?
Although, we have a saying: “If something is stupid but works, then it’s not stupid.”
In English: “If it ain’t broken, don’t fix it.”
In French: “Ne change pas une équipe qui gagne” (Don’t change a winning team.) Which is a similar idea.
If you got it to work, you could probably walk away and give yourself a pat on the back
What if two users try to set the same individual to different clients at the same time? I guess you are using a user-specific column already here?
I feel like if you’re already using a choice component in various places, you can just have a form directly on the Leads row, have a choice component to select individuals to link to that lead, and submit.
It all comes down to aesthetic if you don’t want to use a choice component for that purpose, but I feel like this flow is complicated.
