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Trying to add an order list to a form...

  • 1.  Trying to add an order list to a form...

    Posted 10-31-2018 20:14
    I'd like to make a form that sales reps would use to enter custom items to order. Basically a column for quantity, item number, etc. I would need multiple rows of these for entry, and I can't pull the info from another table due to the custom nature of the items. It seems like this would be very simple but I can't seem to wrap my mind around how to accomplish this!


  • 2.  RE: Trying to add an order list to a form...

    Posted 10-31-2018 20:18
    no problem.

    You will need to have a table called say Purchase Requests and then another table called perhaps Purchase Request Lines.

    Then make a Relationship where 1 Purchase request has many Purchase Request Lines.

    You will be able to show the Purchase request Lines directly on the Purchase request form as a list.


  • 3.  RE: Trying to add an order list to a form...

    Posted 10-31-2018 20:36
    Also, would I have to "add item" every line, or could i just go down a row at a time, adding each item?


  • 4.  RE: Trying to add an order list to a form...

    Posted 10-31-2018 20:27
    Would I make fields like qty, etc., for the "Purchase Request Lines" table?


  • 5.  RE: Trying to add an order list to a form...

    Posted 10-31-2018 20:49
    Yes, the Purchase request lines table would have a field for Item description and qty and maybe price and extended price.

    The process to add lines would either one at a time, or if you set the embedded report on form properties to be editable, then the users can enter as many lines as they like in grid edit mode.  As they use up lines, more lines magically appear.

    Grid edit also allows copy paste and fill down "excel-like" actions.


  • 6.  RE: Trying to add an order list to a form...

    Posted 10-31-2018 21:02
    I will try it in the morning and let you know! Thanks!


  • 7.  RE: Trying to add an order list to a form...

    Posted 11-01-2018 21:10
    OK so this works great so far... only questions are that it's adding a checkbox in the first column and a column that I didn't create before the ones I setup in the report. I can't see anywhere to turn that off.


  • 8.  RE: Trying to add an order list to a form...

    Posted 11-01-2018 21:16
    The first "column" on any report, including an embedded report on a form is the recent feature to flag records to be deleted.  If users have Permission to delete, then they will see that option to delete.


  • 9.  RE: Trying to add an order list to a form...

    Posted 11-05-2018 13:43
    OK then everything is working as it should be. THX