Add Multi-select Relationship Column
Last updated
Last updated
A multi-select column allows users to select and enter multiple values for a single record in the field.
PowerTable allows you to add multi-select columns sourced from related tables. You can configure the multiple entries for a field to be retrieved from another table in the database.
To insert a multi-select visual column, follow the steps below.
Let us consider adding the 'Sales Rep' column to the 'Products' table, which allows users to enter sales representatives for each product.
Go to Setup > Columns.
Select Add Visual Column > Add Multi-select Relationship Column.
Enter the column name.
Let us add a 'Sales Rep' column that will allow users to assign multiple sales representatives to each product in the 'Products' table.
The sales representative details are available in another table with the 'Sales Rep Key' field and other fields.
Enter the lookup table details from which you want to look up and retrieve values.
We would like to get the first names of sales representatives from the 'Sales Rep Table' and display the list in the dropdown.
Let us now set up the relation table. Enter the name of the relation table, the corresponding reference column to map the lookup key values in the relation table, and the identifier column details that match the primary keys of the current and relation tables.
This stores or updates the mapping between products and sales reps in the relationship table as we assign and unassign sales reps to the products in the app. Click Save.
We have now successfully added a multi-select relationship column, which allows you to select and assign multiple sales representatives to each product.
After assigning, you can click Save and Proceed to save your changes to the database.
The relation table is also simultaneously updated based on the selected values.
