Automatically set a multi-select lookup column from the app

[CamCov]

Hello!

I would like to allow the user to add multiple people to a list item. As of now, I have a button that adds the user to a 2nd list, I now need to automatically tie the correct items into the "Master" list. 

I would like to display all the people added in the list column. Here are a couple of pictures to clarify:

Place where the project members can be added:

(On select should add the member name and title to the 'Project vs Members' list, and update the current item in the 'Project Excellence' list with the names of every added(preserve previously added people)) The update of the current item does not work.

Here is the 'Project Vs Members' list:

Here is the "Master" List 'Project Members' column where I would like to show all of the members added:

Any advice would be greatly appreciated!!

I am very opening to changing my second list if that will help!

[RandyHayes]

@CamCov 

What formulas do you currently have that are not working for you?

Is the intention of your combobox to select individual people to add or remove from the list, or is it to display the currently added people and allow the user to select others and/or deselect(remove) existing?

The last one is far easier, but not sure of your design.  Please clarify.

[CamCov]

Hey Randy, 

The intention is to allow the user to search for a user within our organization and add them to the list using the combobox. The data table to the left uses a filter to show all the project members already added for that project.

The formula that does not work is the one that updates the "Master" with the people to be added(I've tried a bunch of formulas but no luck.). My Patch function to add the user into the 2nd list works fine, and the remove button also works.  Just not the "Add to Team" button that should add the person to the 2nd list, and then update the "Master" list accordingly. 

Thanks for the help, I hope this is more clear!

[RandyHayes]

@CamCov 

Yes, so what you need to have available is the table of current people and the list of changes.

Is the combobox a multi-select or single select?

I am not sure how you're getting all of your data for the controls that you have.

However, what are you doing with the second list?  Tell me more about that list as that can be used to populate your master list if it is what I suspect.

[CamCov]

The Combo Box only allows for one person to be selected at a time, and the 2nd list is the 'Project Vs Members' List pictured above. 

'Project Vs Members' list:(Very open to changing or adding fields)

On Select to add member to 2nd list('Project Vs Members'):

DataTable to display the items in the 'Project Vs Members List' filtered by title:

I hope that is what you asked for. The lookup column is also pictured in my original post

[RandyHayes · Accepted solution]

@CamCov 

So then since the master list is a lookup column with multiple values, and those values are all from the project vs members list, then you only need to work from that second list for the first.

In general, you will be performing a Patch on the record in your master with the following type of formula:

Patch(MasterList,
   {'Project Members':
        ForAll(Filter('Project vs Members', Title = <identifyingValueHere>),
            {Id: ID,
             Value: Title
            }
        )
    }
)

Adjust as needed.

The above will set the table of records that correspond to the second list as lookups.

[CamCov]

So I think I understand everything except {Id: ID, Value: Title}

When adjusting for my situation i get this:'Project Excellence'= MasterList, DataCardValue1.text = title of current item

Patch('Project Excellence', {'Project Members': ForAll(Filter('Project vs Members', Title = DataCardValue1.Text), {Id: ID, Value, Title})});

With these errors:

Should I be replacing ID? I do not see an ID field in my 2nd list(Project Vs Members) and I get the error "id column should be of type number, not type error"

[CamCov]

Ignore my last reply I figured it out! Thank you so much sir!!

[RandyHayes · Accepted solution]

@CamCov 

Sorry, I should have emphasized the " the following type of formula" in my post.  It was not for exact use, but to provide the example.

What is missing in the formula is the identifying record.

First, you are dealing with a Lookup column.  A lookup column is stored as a record in the list.  The record has two columns - the Id and the Value.  So, in order to update them, you need to provide a record as such.  In your case, you have multiple selections allowed, so we need to provide a Table of those type of records.  That is what ForAll is made for - it is a function that returns a table.  So, we are creating a table of records with an Id and Value column.

Now, back to the patch...

How are you identifying the record in your primary list that you want to update?

The ID from that needs to be in the formula:

Patch(MasterList,
   {ID: <yourIdentifyingIDHere>,
    'Project Members':
        ForAll(Filter('Project vs Members', Title = <identifyingValueHere>),
            {Id: ID,
             Value: Title
            }
        )
    }
)