Order Form showing entire list of parts

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 i have a list of 253 parts that i want to have populate onto a form to add quantities to and essentially create an order.

i have 3 tables set up.

Orders

Order Items

Parts

I can get it to pick from a list, but i want the entire list to be visible.

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Marc

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Posted 3 years ago

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There are different ways of doing this but let me describe one method which is straightforward enough to describe on this form.

Use the built-in wizard in QuickBase to create an import button which will import all of your line items from a standard order into the order you're sitting on.

First you need to create a model order with all 253 line items. This can be done with excel by importing the record ID numbers from the parts table into the order items table and mapping the record ID field into the field for [Related Part], and the [Related order] would have the record ID number of the standard order.


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Copy Master and Detail, and have the child records always be copied for the standard order.

So the workflow would be to have the user Create the order, and then push the button to import the items. You can have an embedded table which only shows in Edit mode with all 253 items. The user will do grid edit for the quantities. Set the form property to have that embedded table be editable.

Then in View mode just show the same report link field of order lines, but subject to a report filter to exclude showing order lines with zero qty.

Feel free to post back if you have questions.
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Marc

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I am still struggling here.. I did the first part and tried to create the button - but it is telling me 0 records created
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Do you have a Standard model order created with all 253 order lines on it?  When you made the button, did you tell it to always use the same order for which child order lines to import?
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Marc

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i thought i did.. maybe my relationships aren't set right.
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What you your relationships?  Please describe all of them and which is the 1 and which is the Many.
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Marc

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3 tables in this order - Orders, Order Items, Parts ------ Orders have many Order Items ------- Parts have many Order Items
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Do you have an Order with 253 lines on it?
When you made the button did you tell it to always use that particular order?
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Marc

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pretty sure i did. when i create a new order and hit the button it now says "There was an error copying the records. Contact the application administrator with the error details below.

Error Details:
CopyFID required"
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You need to have first saved the order before pushing the button. Only show the button in view mode.
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Then you can also do a summary field to count the # of order lines and then use a Dynamic Form Rule to hide the button when the order has children - so your users will not push the import button twice and end up with 500+ order Lines.
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Marc

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Got It!!! it works now. Thank you
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Marc

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do i really need the 3 tables then?
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yes, indeed you do.
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Marc

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thanks - probably just over thinking it.