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How to build progress form: Many to many relationship

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Posted on by Community Power Pla... Microsoft Employee

Hi, I am building an engagement tracker app and I want to build a progress update form which is similar to this checklist inspection: https://youtu.be/2eOTCAqe7PQ?t=188

On my sharepoint list, I have EngagementList, TaskList and EngagementTaskList. Engagement and Task has many to many relationship so I put the EngagementTaskList to link as one to many. Now, the tasks are fixed, every engagement has the same 9 tasks. These tasks can be categorized to 3 phases: Planning, Execution and Reporting. I want to build tabbed form same as the youtube link I provided earlier. I am a bit stuck on how should I build the form.

Questions:

How to build form to link up those EngagementList and TaskList to EngagementTaskList so that every engagement has 9 records on EngagementTaskList (as I have 9 tasks). I have an engagement form already, should I make that every time I add a new engagement, there will be 9 new records on my EngagementTaskList with every Status field default as Not Started?
How to make the form has all the tasks, so that there are only Task and Status fields for easy update?

Appreciate if anyone could help me on this, thanks!

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narayan225 2,547 Moderator on at

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@Anonymous

You can use repeating gallery with the necessary controls to add and edit all the tasks in one go.

You can also add a repeating gallery in your form to be able to show all tasks and update easily.

This is one example I did, the form above shows all the editable items for a student and then the bottom list shows the guests related to that student. When the guest loads, it shows all items at once and I can use the checkbox and text input to edit the items.

Cheers!

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Community Power Pla... Microsoft Employee on at

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Thanks for sharing. I got confused on the gallery, which table should I connect to.

If I connect to my task list table, how should I adjust the control so that everything I fill is updated to the EngagementTaskList. A stuck on how to design the input and make sure it got stored in my sharepoint list.

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narayan225 2,547 Moderator on at

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@Anonymous

In your form, you can add a gallery that uses the record id to Filter child items in the gallery.

For example, my form was a graduation form for a student and the child items were guests in that gallery.

So, I used student record's id to get guest list for that student from guest table.

Hope this makes sense.

Cheers!

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