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Question

How to create a data entry form that can submit multiple entries/rows of data in one go?

  • March 6, 2019
  • 0 replies
  • 49 views

QB Noob here.

I'm trying to create a data entry form that allows multiple rows of data to be entered, specifically invoices. It will be inefficient for our people to submit 1 form per 1 invoice so I'm trying to find a solution.

The idea is, the form should allow you to enter something like this:

Invoice#  Amount
12345     10
12344      5
13333      5
12223     12
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  • Quickbase Alumni
  • March 6, 2019
Did you try creating a "grid edit" report? That should help solve your problem. Create a new report under "grid edit" category and it should allow your users to edit or enter multiple items at once.

  • Author
  • Quickbase Alumni
  • March 7, 2019
Thanks for your input, Kingsly.

Yes I've tried the grid edit however, this method feels like it's a spreadsheet more than a form because they will have to enter their names multiple times, email address and other "identifier stuff". Maybe I'll do this as a last resort but for now, I'm looking for something similar to google forms that I can just send the link to all employees which doesn't require them to have a QB account or have a knowledge of. 

Not sure if I'm making sense here.

  • Author
  • Quickbase Alumni
  • March 7, 2019
My concept is something like this.

Well if you always wanted to enter data that way then have a table for the header information  and then a child table of the detail expenses.  Then you simply will do a lookup from that header info to the details for the common information.

So the issue is really how you are designing your app.

Here is some help on setting up relationships.

https://help.quickbase.com/user-assistance/about_relationships.html

 

  • Author
  • Quickbase Alumni
  • March 7, 2019
Thanks! I'll try it out.