I’m writing an asset management module.
I need to be able to bulk assign assets to people.
Each time there is an assignment from A to B, that transfer needs to be recorded in the format.
Transfer Entity
From → Person
To → Person
Date → Date
Assets → [Asset, Asset, ..]
Under the current button limitations, it will create a transfer entity for each asset, i.e.:
Transfer Entity #1
From → Person
To → Person
Date → Date
Assets → Asset #1
Transfer Entity #2
From → Person
To → Person
Date → Date
Assets → Asset #2
.. Transfer Entity (N)
etc.
This breaks twofold — not only does it duplicate records, it actually splits the assets.
I’ve tried creating a Transfer form, but that also hit a wall. It really needs to be a multi-stage form, because you can’t send multiple assets from Person A AND Person B to Person C within a single transfer.
Solutions within Fibery would be appreciated.
Edit: Also would appreciate a solution that doesn’t create a bajillion transfers and culls the duplicates with a merge in post.
I’d love to try and help but don’t fully understand the desired outcome.
Why is the desire to group as many transfers as possible to a single Transfer entity?
How do you envision this transfer?
From: Person A, Person B
To: Person C
Date: Date
Assets: Asset #1 (of A), Asset #2 (of B)
Something like this? But how would you know which asset was from whom, in my example I have the brackets, how do you envision this within a single Transfer entity where just Asset 1 and Asset 2 are linked?
Could a simple “Transfer log” Rich text field in the “Asset” database with automations to log transfers there solve the problem, without the “Transfer” database – or why not (to understand the issue better)?
I am not sure why the current design is problematic. If a single record represents a single asset being transferred from one person to another, every time multiple assets get transferred at the same time, this is recorded as multiple transfer records.
Any time you want to aggregate, you can do that, e.g. a view of all transfers on a given date, grouped by sender (or recipient). If necessary, you can also use auto-linking rules to allow related asset transfers to be visible to each other, e.g. same date transfers from the same sender.
And of course Fibery reporting will work brilliantly for analytics/visualisation