Comparing and selecting records

Hi all,
Sometimes when having to compare several records I miss some ability to go faster to report all this inside a record.

Let’s explain this with an example (these records could be anything product/service/project…):

  • App A has 100 records (with lots of fields).
  • We want to see how the record number 25 compares to the rest in App A.
  • It is very useful to have a dedicated table view with all the relevant information for us to see it at a glance.
  • We see that the records numbered 50, 75 and 100 are similar.
  • We want to report this in the record number 25.
  • The “slowness/clunkyness” starts here.
  • We could go to each, copy the tape record link, and then copy the three links into the comment area of the record number 25 (imagine if the number of records increases).
  • We could add one by one the records in a relation field but we don’t have any “visibility” so we need workarounds (because we only see one field).

This is quite painful (especially if we have to repeat this process daily).

It would be outstandingly valuable to have some kind of ability to select records based in a view manually.

Something like:

clicking something → accessing a clone of a view we have → simply ticking the select boxes on the left → clicking accept → all the chosen records are X_something

This X_something could be a lot of different things: commented in the record where we did the first click, added to a relation field in the record where we clicked the initial button, or even a trigger for an automation so we can better tailor it.

We could as well depict this as if instead of the search when clicking a relation field, a view would appear to choose with all the information.

Current relation field:

Relation field with embedded table view:


This would be of inmense value, saving a lot of time, streamlining UX and feeling a lot more like a flawless simple app process. Much what you would expect when having to choose from several options in a form or app but having the whole view to better evaluate everything.

I’m just thinking out loud about this and would love to hear your thoughts.

“Fast” workaround: → bulk copy to clipboard in table views.
If we simply could bulk copy to the clipboard all the tape record urls when ticking boxes (selecting records) in a table records view.
We could then easily drop the paste in a field and trigger an automation to establish relations easily looping urls for example. Or we could simply bulk paste all in a comment, etc.


This would be also very helpful if we need to pick records in App A to make/trigger a report in App B.


Thanks a lot for reading.
Best,
R.J.

1 Like

Hi @R.J,

Thank you so much for sharing these insights about your workflows!

I think we will be able to solve this problem very well with the planned features for the new record view. It will be possible to show properties from related apps directly in the relation badges and the realtion search overlay. This is exactly what you mentioned, you will be able to choose which properties are visible in the relation search.

We are also planning to add a rule that allows you to filter the relation search dynamically. For example, you could filter only employees from a certain company which is related or similar cases.

This should make your use case much easier and smoother to handle.

Best regards,
Leo

3 Likes

@Leo conditionally filtering based on related sounds amazing :star_struck:

2 Likes

+1 for filtering on related records. Especially when used in conjunction with ProcFu.

2 Likes

Hi @Leo,
Thanks for your reply. This sounds very good.

In the meantime while all these features are implemented in the new records, do you think the implementation of the “bulk tape record url copy” is possible in order to ease things? Is this a low hanging or not really in this case?

Thank you.
Best,
R.J.