English Español Deutsch Italiano Polski Nederlands Português Français 中文 日本語 हिन्दी اللغة العربية Русский Українська עִברִית Ελληνικά Türk Latvietis Dansk Norsk Íslenska 한국어 Suomen Gaeilge Bahasa Melayu Svenska Čeština
Log In
English

Log In

 

How to create multiple records with one form fill

Сreate multiple records in a table using a checkbox

With this function, you can create separate records for each value from the Checkbox field.

Let's take the "All Expenses" form as an example.

The "Category" field type - Checkbox.

To activate the option, you need to:

  • Go to the Form Builder menu.
  • Open the Actions tab.
  • Click on the Advanced options link.

Please note: if you don't have any checkbox fields in the form, the option will be hidden in the settings.

Now, when you adding a new record to the table, separate records will be created for each value from the "Category" checkbox.

This function will apply to new records only.

Also, it can be used in combination with the Record Owners field. For example, to efficiently configure access to records for portal users.

You need to add the Record Owners field to the form.

Activate the "Show as checkboxes" and "Keep track for the copied records" options on the "Record owners" field editing page.

Keep track for the copied records option - allows you to track changes to cloned records.

Now each record will be duplicated for each owner. Let's add a new record as a user Joseph. We will select all portal users as the record owners:

As a result, four records are created:

If you enable the "Added by" system column, you can see that there is one record (number 4) that has two responsible portal users.

The record owner is Joseph. And there are three other records that are related to each user. It remains to assign access rights to only own records in the Portal.

For example, if you change the owner of the parent record from the user Michael to the new user - Tom, the record that belongs to Michael will disappear and a new one will be created:

Also, you can specify which fields will be dependent on the parent record. To do this, go to the "Form builder" - "Actions" tab - "Advanced options" and click on the link "Add new dependent column".

Select a column and check the "Is dependent?". After that click on the "Create" button.

(You can also enter a default value for the field).

Now, editing child (cloned) records, the user will not be able to change the value for the dependent fields:


Please, login to QuintaDB to be able to post comments
Share the discussion in the social networks: