Creating Many Records Based On List Selection

[DaveS]

I have a scenario where I have a default list of products (substantial list that resides in a table of its own), and my customers will select which of those products they want to offer.  Ideally, I'd have them go to a list report or tabular report, select the ones they want to offer (with checkboxes) and then create records in the many-to-many associative table based on which items were selected.  

What I've considered:

1. Creating all the dependent records automatically with a status field of "inactive".  Then using a view where the updated table is the associative table.  Then I could have a grid update page.  So far, this seems the best, but I hate creating all of those unnecessary records, and I've struggled to make the grid update look decent.
2. Creating a list report with a custom button that links to a page where the user can add the association record.  What I dislike about this is if they want to pick 10 records they've got to go back and forth between page 1 and page 2 10 times.  
3. The possibility of some custom sql that would create the association records, but I don't think we're able to insert.
4. Passing some long string that concatenates customerID with each product ID and passing that to a data page that stores that somewhere and have a trigger or task that unwinds the concatenated field (this sounds super-sketchy).

Would welcome ideas - thanks all!

[NiceDuck]

Hello

You may also consider using a submission form with a custom multi-select listbox 

 and a hidden field that captures the user's current ID.

then on the table, make a setup like this: 

This will separate those long string of CSV into multiple records on your table.

[NiceDuck]

Or another setup like this:

1) Create any report datapage that displays plenty of records in the results page (tabular,list, or gallery)

2) Create a submission form with that will capture the ID of the selected product from parameter and the ID of the current user. Use a script to make the form auto submit: 

3) Create a link on your report page that will open the submission form into a pop-up instead of redirection,https://howto.caspio.com/tech-tips-and-articles/how-to-generate-link-menus-and-popup-windows/

With this setup, they will just have to click the link and it will create a new record associated with them.
 

[NiceDuck]

Wait, this workflow is kind of like Online store?

If you select items then they will be added to your cart.

You may want to check the structure of that application template. https://marketplace.caspio.com/details/online-store/ 

[telly]

Hi ,

For more information about triggered action, you may refer to this article:
https://howto.caspio.com/tables-and-views/triggered-actions/