Allocate Record to a record in another table

[NVM_Hub]

Hi

I have 3 tables Sites, Jobs, Vehicles. I can have multiple jobs per site (with unique Job Ref). Each vehicle is allocated to a Site & there is only one vehicle record. I want to allocate a numbers of vehicles to a job, so in essense allocate the same Job Ref to multiple vehicles by selecting each vehicle & adding to the job…any help? Thanks M

[LeventK]

@NVM_Hub
You can do this by creating a reverse reference with use of isPartOf property of a REF type column. Advise reading Expressing Ownership Between Tables section in below page first.

help.appsheet.com

References Between Tables

Learn about references, when to create them, and how to use them so that your data makes sense.

[NVM_Hub]

Thanks @LeventK , thats really useful. So in my vehicle table I have referenced both the site & the job. It is always associated with the site so I have used the isPartOf criteria. I have also added a Ref for Site to the Job table. What I need to do now is select multiple vehicles on that site & allocate to a job on that site - at the moment I have to go into the detail view for each vehicle, then find the job I want from all jobs, across all the sites - hope this makes sense - would this be achieved via an action? Many thanks

[LeventK]

@NVM_Hub
With isPartOf property set to true, while you are creating a Job record, it allows you to add multiple vehicles to that job. Provided you explicitly set the Vehicles_Form’s Auto Re-Open property to ON, then when you save a vehicle record, it automatically opens the same form again until you explicitly cancel that form to quit. Is this what you are asking or is it something else?

[NVM_Hub]

Thanks @LeventK - this makes sense if I want users to create new records, howveer, the Job records & the vehicle records already exist. The app I’m creating is for drivers. The vehicles are created on site by an external data feed from our clients. The jobs are created by our office team for particular days. So both records exist. The vehicle table has JobRef field that is null, but has the SiteName populated. I want drivers to allocate certain vehicles to a job, so i essense populate the Job Ref in bulk if ticked. I’ve looked at Quick edit on the Inline form but I need to filter the list of available jobs to just jobs for that site - you’ve been a great help so far, many thanks!!

[LeventK]

@NVM_Hub
If I have understood you and your issue/app correctly:
1.) You have an existing records & table for Jobs and Vehicles which are not editable by any users (drivers in your case)
2.) You want your drivers to assign jobs to themselves (or to their vehicles) as per Job details or any other criterion i.e. SiteName

So basically, what the driver is seeing either a Jobs table or Jobs Detail View and if the job is suitable for the driver (as per some criteria), the driver should be able to assign that job to himself. Is that scenario correct? Can you please confirm and if not please clarify? Thanks.

[NVM_Hub]

Hi Levent, you’re correct but I’ve managed to do what I needed to Your help around Refs really allowed me to link all my tables together better & I discovered that the tick box on the top banner of my vehicles view allowed me to perform an action to each ticked item. In essense I could link vehicles to sites & jobs & since job references are a unique combo of site IDs & dates, I could perform a bulk action to apply the job ref to the ticked vehicles Thanks so much for your help - most appreciated

[LeventK]

You’re welcome