Create Multiple Related Records From One Relationship Field

[dodom2]

I have a point tracker system for training. For example I will select lets say 10 employees in one training record. I then (when saved) want to run either via a formula or by BPM a flow to create one "point tracker" record for each employee selected.

My goal is to be able to run a report totaling all points and group by employee name.

So my question is how can I create multiple records from one relationship field?

[rabii]

Hey dodom2

It is easy to do it, you can use a bpm or you can use just before save script formula like below, please make sure you build a proper condition to make sure that the system creates those records only when certain condition happened:

if (entity\isAttributeChanged('employeesIds') && employeesIds) {
    $e = 0;
    
    while ($e < array\length(employeesIds)) {
        
        if (record\exists('TrackingPoint', 'employeeId=', array\at(employeesIds, $e))) {
            continue;
        }
        
        record\create('TrackingPoint', 'name', 'some-name', 'employeeId', array\at(employeesIds, $e));
        
        $e = $e + 1;
    }
}​ 

[dodom2]

Thank you rabii however I dont really understand your formula. Maybe you can help with my fields?

In my Training Module I have this field called "membersOnSceneIds" which is the relationship field I use to select each employee that was at the training. I also have "pointsIssued" in this same module that I enter in how many points we are issuing to the employee for attending the training. Having this said once I save a record for the first time and "membersOnSceneIds" field is not empty && "pointsIssued" is greater than 0 then I would like to create a point tracker record (which I understand is the record\create in this case).

After I save this record if I update the "membersOnSceneIds" or "pointsIssued" fields and save then it should update the related (already created) point tracker record which we will say is "pointTrackerRecord".

Any help is appreciated

[rabii]

Hey, i am happy to help, i need to know the exact name of the models (entities) as far as i understand you 3 entities (Training - Employee - PointTrackerRecord) is that correct ?

What is the relationship between the PointTrackerRecord and the Employee entities ? what is the field on PointTrackerRecord that represent the employee?

It would be easier if you could share some screenshots, pointsIssued is it part of training ?

[dodom2]

For the sake of this forumla lets say

PointTrackerModule (which is where all point trackers records are stored, and also what were trying to create. This is the module that I will pull reports from)
EmployeeModule
TrainingModule

Thank You

[rabii]

I am still not sure how it works between your entities, but you can try this code below:

// This code will be executed when a new training is created. It will check the conditions below and execute the code
if (entity\isNew() && membersOnSceneIds && pointsIssued > 0) {
        
    $e = 0;
    // Here we will loop through the existing/selected members (employees).
    while ($e < array\length(membersOnSceneIds)) {
        
        // we check if a tracking point already exists. If yes we go to next itertaion. I assume employee is the name field of the relationship between the trackingpoint
        if (record\exists('PointTrackerRecord', 'employeeId=', array\at(membersOnSceneIds, $e))) {
            continue;
        }
        
        // otherwise if record does not exist we create the record.
        record\create('TrackingPoint', 'name', 'some-name', 'employeeId', array\at(membersOnSceneIds, $e));
        
        $e = $e + 1;
    }
}

// This code will be executed when an existing training record is updated. It will check the conditions below and execute the code
if (!entity\isNew() &&
    (
        entity\isAttributeChanged('membersOnSceneIds') && membersOnSceneIds ||
        entity\isAttributeChanged('pointsIssued') && pointsIssued > 0
    )
) {
    
    $prefetchedMembersIds = entity\attributeFetched('membersOnSceneIds');
    
    $p = 0;
    // Here we will loop through the existing/selected members (employees).
    while ($p < array\length($prefetchedMembersIds)) {
        
        // we check if a tracking point already exists. If yes we update the record with new data.
        if (
            array\includes(membersOnSceneIds, array\at($prefetchedMembersIds, $p)) &&
            record\exists('PointTrackerRecord', 'employeeId=', array\at($prefetchedMembersIds, $p))
        ) {
            record\update('TrackingPoint', 'pointsIssued', pointsIssued, 'employeeId', array\at($prefetchedMembersIds, $p));    
        }
        
        // This code will delete a PointTrackerRecord if a member has ben removed from the list. Plase note that record/delete() is available only on version 7.4.0.
        if (
            !array\includes(membersOnSceneIds, array\at($prefetchedMembersIds, $p)) &&
            record\exists('PointTrackerRecord', 'employeeId=', array\at($prefetchedMembersIds, $p))
        ) {
            $pointTrackerRecordId = record\findOne('PointTrackerRecord', 'createdAt', 'desc', 'employeeId=', ($prefetchedMembersIds, $p));
            
            record\delete('PointTrackerRecord', $pointTrackerRecordId);
        }
        
        $p = $p + 1;
    }
}​ 

[dodom2]

Thank you for taking the time to put this together. Give me a few days to work on this and I will report back the final results