Action Button to Update Multiple Records

Good Morning!

I am working on a way to have one of my office staff be able to do an update on multiple records at once by clicking a single action button in a table view or an added view within my table page. Here is the case:

Our students fill out a form to requests courses. We have two learning management systems (Canvas and Florida Virtual School, FLVS) and we denote them on the form by a * in our Canvas courses. We have a page where all of the requests are put into a table that allows a direct export, scrub and then import into FLVS to enroll students. The condition that makes them show or go away within that view is FLVS Completed. Normally, once I export, I go into the builder and do an update to change all of the records with that field blank to a Yes so that view clears until the next day. I would like for my guidance secretary to do this process as she does the actual FLVS import. Is there a way to have a button that will update that conditional field to Yes on the user facing page with the export table? I would rather not give her access to the back end and my knowledge only got me to have a trigger for each record. That is not efficient as some days we get hundreds of enrollment requests. As always I appreciate everyone in here. You all help our school out immensely! Thanks!
Dan

Hey @Dan3, glad to hear this community has helped your community!

If you want to just update ALL incomplete request records, you can set something up like this:

  1. Let’s assume you have a Request table, and an Account table

  2. Create a table called Connectors which will just house 1 record:

  3. In your parent Accounts table, add a connection to the Connectors table, and set a validation rule so it always sets to the only available record:

  4. In your Requests table, add a connection to the Connectors table, but set the validation rules so that it only connects to the one record if FVLS completed is not yes:


  5. On an Account-protected page, add a form that updates the Connector record connected to the logged-in Account.

  6. Set a record action that updates all connected Requests to ‘Yes’

  7. When this Connector update form is submitted, all of the connected Requests will have their FLVS completed field updated.

There’s a lot more you can do using a psuedo-table like Connectors, especially when you want to join together tables that don’t have a direct relationship.

Hope that helps!

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STEVE!!!

YOU!
ARE!
AMAZING!!!

Awesome directions (you would make an awesome teacher!) and this works perfectly and now I can hand off this task to someone else because we no longer need to get to the back for the process! YAY!!! Thank you thank you thank you!!!

You make sure to have a day as absolutely AWESOME as you are!!! :slightly_smiling_face:

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Haha thanks Dan! That was a nice message to wake up to. :slight_smile:
Glad to help!

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