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Radio Buttons/Check Boxes record picker options
If you've single/multi-reference column referring to a small dataset it may be handy to select record(s) directly on screen without using record picker at all.




For single-reference this could be a list of radio buttons and for multi-reference - a list of check boxes.
So, from end-user standpoint, it would look and work as text column with choices (with corresponding data entry method) but will have referenced table behind it.
ID
886
Category
User Experience
Author

Slava Shinderov  Staff 
Date Created
7/29/2015 1:40:10 PM
Date Updated
9/29/2015 12:37:52 AM
Status
Implemented
Score
60
Promoted By
basenineScott MillerPhilipp Matuschka
werner lateganGii SystemsSlava Shinderov  Staff 
Comments
werner lategan 7/30/2015 12:12:35 AM
great can not wait
Philipp Matuschka 7/30/2015 1:32:26 AM
You would need to be able to configure this to say up to x records is a radio button thereafter a simple choice. In fact even 3 levels. 0 to x radio button. X to Y simple choices. Y onwards type in or drop down. This would give great dynamic efficiency

Slava Shinderov  Staff  7/30/2015 3:23:34 AM
@Philipp we would prefer to determine record picker type at design time, because if we'll do that dynamically it can be a case when users with different record permissions have different edit forms. Even same user can see different edit form in case dependent dropdown. So we're trying to avoid that behavior.
Robert Gustavsson 7/30/2015 8:15:04 AM
Nice
Gii Systems 7/30/2015 8:26:33 AM
Works great!
Philipp Matuschka 8/3/2015 6:04:25 AM
Slava

I see what your saying, but I think what I am saying is also valid. A system starts with a reference to a small dataset, but over time this grows. By introducing my suggestions, the sysadmin does not have to continually check back and see what size the data set is now. Your concerns could be overcome, by making my suggestion only active if they are actually selected.
basenine 8/4/2015 7:15:45 AM
I used this function today and I like it!
1 question... Can you create a workflow rule to create a new record(s) based on the multi selected references?
Slava Shinderov  Staff  8/4/2015 7:21:30 AM
@Brett in general the answer is no. As a workaround please consider using time-dependent trigger on linked table's "Date Created" column.
basenine 8/4/2015 7:56:53 AM
Thank you Slava. Would this be something that 'could' be implemented down the track?
Slava Shinderov  Staff  8/4/2015 8:32:13 AM
@Brett I guess no. What's the problem you're trying to solve with that?
basenine 8/4/2015 8:47:59 AM
I have a record that counts bacteria/mould types. This record currently creates a sample record for every sample type available (whether it needs to or not) - upon saving. What I'd like to do is select the sample types from the list(checkbox) and have it create just the sample records necessary. The benefit of having sample types in its own table means my end users can add more as they require and I don't have to hard code anything in the back ground to grow with them.
basenine 8/5/2015 1:50:45 AM
I worked out a way to do what I needed so all good... I can now select multiple references and create a new record based on the selected options.


______________________________________
Then we changed the way we are going to do this... so no need for it!
basenine 9/28/2015 3:48:50 AM
It would be nice to have consistency between EDIT and VIEW....i.e in EDIT mode, if checkboxes are the used as data entry, displaying the selected items as a comma separated concatenation in the VIEW is confusing. I'd like to see an option to display VIEW results as selected EDIT's.


basenine 9/28/2015 3:49:32 AM
I guess I could could do a new column for this....
basenine 9/28/2015 5:40:25 PM
with a formula that ended up looking like this...

List("\n",Part([Item Name(s)],1,","),Part([Item Name(s)],2,","),Part([Item Name(s)],3,","),Part([Item Name(s)],4,","),Part([Item Name(s)],5,","),Part([Item Name(s)],6,","),Part([Item Name(s)],7,","),Part([Item Name(s)],8,","),Part([Item Name(s)],9,","),Part([Item Name(s)],10,","),Part([Item Name(s)],11,","))....

if anyone has an easier solution/formula, I'd love to see it.
Slava Shinderov  Staff  9/29/2015 12:32:31 AM
@Brett please consider using following formula: Replace([Item Name(s)],",","\n")
basenine 9/29/2015 12:37:52 AM
Of course! Thank you Slava. Looks good
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