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

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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!
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moleman108

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Posted 2 months ago

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QuickBaseCoach App Dev./Training, Champion

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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.
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moleman108

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Also, would I have to "add item" every line, or could i just go down a row at a time, adding each item?
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moleman108

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Would I make fields like qty, etc., for the "Purchase Request Lines" table?
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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.
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moleman108

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I will try it in the morning and let you know! Thanks!
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moleman108

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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.
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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.
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moleman108

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OK then everything is working as it should be. THX