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Multi-Reference - 2 proposals for filter & Multi-Select
2 requests for similar challenge with mutli-reference relations. Goal is to efficiently make make multiple selections from a subset of values via searching.

when using a 'Type-in with 'Search' button' record picker option for selecting values, it would be really useful to be able to select multiple items matching the search criteria in the result list. Currently you have to do them one by one using 'select' and then repeat which is somewhat tedious.

when using checkboxes instead, you cannot search within them when you have many choices (e.g. more than 10 or so). Would be nice though to have a small search filter that could apply against a check-box list item on the form.

see mockups for the 2 options.

First I am filtering a list of countries in EMEA and I want to select a few at once.
Second, I have a checkbox list of countries and I want to find ones containing 'No' and select them both.


thanks
Nick


ID
2042
Category
TeamDesk
Author

Nick Ashcroft
Date Created
4/18/2024 6:12:49 AM
Date Updated
4/22/2024 4:08:22 AM
Status
New Idea
Score
50
Promoted By
Patricio BustosJacques du Plessisbasenine
Jeff ZortmanNick Ashcroft
Comments
Nick Ashcroft 4/18/2024 6:14:07 AM
Nick Ashcroft 4/18/2024 6:14:59 AM
Nick Ashcroft 4/22/2024 4:08:22 AM
for those interested, I have made a solution for the checkbox option which makes use of the new 'related' prefix in the record picker filter as follows

- add a new field on the 'parent' form named 'Search' - this is the search box you can use for filtering the list of checkboxes
- position the new field just above the checkboxes
- add an 'Apply' button using a text section on the form and 'text is html' and html <button type="button">Apply</button>. This doesnt actually do anything except move the focus away from the search box in order for the filter to apply.
- Add a filter on the checkbox field record picker using custom formula. example: If(IsNull(related[Search]), true, Contains([Country], related[Search])). which translates as 'if the search box is not blank, match the list of countries against the value in the search box'
- whatever is typed in the search box will filter the list of checkbox values when clicking 'Apply' (or anywhere else on the page!)
- add a trigger on the parent table to clear the Search box on saving.

screenshot below
https://www.teamdesk.net/secure/db/87806/res.aspx/filter%20checkboxes2.png

more info about the great new 'related' filter here
https://www.teamdesk.net/blog/whats-new/related-column-prefix/





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