Multi-select Relationship Column

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.

1

Go to Setup > Columns

Setup > Columns

2

Select Add Visual Column > Add Multi-select Relationship Column

Add multi-select column

Alternatively, you can insert a new column from the 'Home' tab, as shown below:

3

Enter the column name

Let's add a 'Sales Rep' column that will allow users to assign multiple sales representatives to each product in the 'Products' table.

4

Select the sales representative table

The sales representative details are available in another table with the 'Sales Rep Key' field and other fields.

Sales Rep Table

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Note that a separate relationship table must exist in the database with these three fields—Primary ID, Product Key, Sales Rep Key.

If you do not already have a relationship table, create one manually using PowerTable (using the ‘New Table’ option)

5

Enter the lookup table details

We would like to get the first names of sales representatives from the 'Sales Rep Table' and display the list in the dropdown.

Lookup table details

6

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.

Relation table details

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.

7

Review the multi-select relationship column

We have now successfully added a multi-select relationship column, which allows you to select and assign multiple sales representatives to each product.

Multi-select relationship column

After assigning, you can click Save and Proceed to save your changes to the database.

Save changes

The relation table is also simultaneously updated based on the selected values.

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