(04-25-2018, 10:58 PM)joebordes Wrote: let's see if this helps:
There are two types of related lists:
1:m on to many, this type means that there is a relation field on one of the two modules and the other has a list. this is the relation that exists between products and assets by default. There is one relation field on Assets that permits you to select one product, and on the product there is a related list with all the assets that have that product in their relation field. In this case, since you can only have one you can only add
m:m many to many, the relation is saved internally and you can many records related from both modules. This is the relation between accounts and products where one account can buy many products and one product can be sold to many accounts. In this case you can both select and add.
So, if you want to be able to select many assets, you will first have to elimina the related list that exists and then add the new one:
Layout Editor of Products, open the "Arrange Related Lists" window, delete the Assets line (which represents the current 1:m relation) and then add the Assets module again, effectively converting it into a m:m relation.
Let us know how it goes
WOW
Now it totally makes sense (I hope LOL)
OK, I deleted both the product and asset associations in assets and products and recreated them.
Now it looks like I have what I finally want.
Namely, if I add a product or multiple products to assets they show up in the assets screen and the same happens when I add multiple assets to products.
The results are reflected in the respective product or asset.
Do you see anything else that might need to be done or checked to avoid issues in the future?
Thank you again for your help.
Peter
(04-26-2018, 11:55 AM)GRL Wrote:(04-25-2018, 10:58 PM)joebordes Wrote: let's see if this helps:
There are two types of related lists:
1:m on to many, this type means that there is a relation field on one of the two modules and the other has a list. this is the relation that exists between products and assets by default. There is one relation field on Assets that permits you to select one product, and on the product there is a related list with all the assets that have that product in their relation field. In this case, since you can only have one you can only add
m:m many to many, the relation is saved internally and you can many records related from both modules. This is the relation between accounts and products where one account can buy many products and one product can be sold to many accounts. In this case you can both select and add.
So, if you want to be able to select many assets, you will first have to elimina the related list that exists and then add the new one:
Layout Editor of Products, open the "Arrange Related Lists" window, delete the Assets line (which represents the current 1:m relation) and then add the Assets module again, effectively converting it into a m:m relation.
Let us know how it goes
WOW
Now it totally makes sense (I hope LOL)
OK, I deleted both the product and asset associations in assets and products and recreated them.
Now it looks like I have what I finally want.
Namely, if I add a product or multiple products to assets they show up in the assets screen and the same happens when I add multiple assets to products.
The results are reflected in the respective product or asset.
Do you see anything else that might need to be done or checked to avoid issues in the future?
Thank you again for your help.
Peter
I am noticing something interesting when I am trying to run a report on products by asset.
My goal is to have a report that is sorted first by asset and then gives a list of associated products and their quantity in stock and reorder level.
However, when I make this report it is no longer giving accurate results compared to the data in assets and products.
Do I need to recalculate something to make the data in the report accurate? I even deleted and remade the report.
Thoughts?