A list of customers with customer to have his own list of things

[treppas]

I want to create a list under a different customer each time with materials / groceries etc I will need to purchace every time. I will choose one time the name of the customer and have under customer's name a list of materials I will need to buy for him. For example, let's suppose that John Smith wants us to go and buy his groceries for him.... 

John Smith (customer A)

WHAT  (a dropdown list will appear, I choose for example Apples) 

UNIT OF MEASUREMENT  (a dropdown list will appear, I choose for example kg) 

QUANTITY (again a list with numbers, for example I choose 1)

NOTES (text for any sort of notes)

Then under the same customer's name (without having to choose his name again) I will need to put what he wants next.. 

WHAT  (a dropdown list will appear, I choose for example Oranges) 

UNIT OF MEASUREMENT  (a dropdown list will appear, I choose for example kg) 

QUANTITY (again a list with numbers, for example I choose 2)

NOTES (text for any sort of notes)

..... and so on. What I actually need here is to put customer's name one time and be able to put under his name a list of things... I hope what and how I described it, it makes sense for anyone who would like to help me. 

Thank you!

[Craig_QREW]

You could create an action and use the LINKTOFORM() function. The link to form function allows for fields to be prefilled. in the form so you could create a message to pop up and ask if the user wants to "Fill out another form for the same customer" if they say yes continue the action if no then return to the home screen. 

Please respond if I can be of more help. 

Craig 
QREW Technologies

LINKTOFORM() 

[treppas]

Thanks Graig, I have tried to use LINKTOFORM function but it doesn't do what I actually want to do. Check below the result I want to have. Only thing is that I do no want to have to fill every time I add an item to fill in again and again customer's name. So I need to have a form at the beggining where I will fill my customer's name and date then fill different item forms and as a result to have ONE customer's name with all items linked to this particular customer. Thank you!

ID	Customer's Name	Date	Item 1	Item 2	Item 3	Item 4

[WillowMobileSys]

Hi @treppas !

First, you most likely do not want to create a table as you have shown where your Items are listed as columns.  This creates unnecessary restrictions requiring implementation changes later when you discover you need to expand and add more Items.  Plus, you need several columns for each Item.

What you are creating is best handled with a concept known as a Parent/Child relationship and an example is shown in @LAIVANHOA s post.  

This concept uses two tables - one for the Parent; the Order table where the main Order details are kept - a second for the Child table; Order Details where you can choose an Item and enter any additional details such as Quantity, Notes and UOM (Unit of Measure).

To implement this, create these two tables.  In the Child table include a column, maybe named Order, that is defined as a REF column to the Parent Orders table that is used to link the child row to its Parent row.  Then in this Order column in the Child table turn ON the "Is part of" property.  Doing this will automatically create the Inline table of Child Order Details.  This table will have an Add button under it.  Simply tap the Add button to launch the Form and add an Order Detail row.  Save will return you to the Parent Form where you can tap Add again to insert the next Item.

I hope this helps!

[LAIVANHOA]

i think you need same this one, you have a list of customer, when you click any customer, you will see all info relate

[Aurelien]

Hi @treppas 

I assume you are looking for a dependent drop-down system.

About that:

You can find information here:

https://help.appsheet.com/en/articles/961554-dependent-dropdown

https://help.appsheet.com/en/articles/961544-dropdown-from-valid_if

Additionally, this question has been asked various time, as you can see here:

https://www.googlecloudcommunity.com/gc/forums/searchpage/tab/message?advanced=false&allow_punctuati...

About having the summary per customer:

If the first field is "Customer", and assuming you also have a "Customer" Table, then you will need to set this column with type Ref, source table "Customer".

Then, when picking a customer in a table view based on the "Customer" table, you will get the Detail view with all related orders for this one.

I made a very sample app that matches part of your request, you may want to have a look to it (language in it is French 😊 😞

https://www.appsheet.com/templates/Assets_OrderSystem_PORTFOLIO-1723746?appGuidString=cab84286-9e8a-...

Edit : 

I just noticed you got answered yet, my bad: I'm not familiar with the new Google Cloud Community interface.

[DPM_reports]

what u need is a child table for entering products for that particular customer.....

if u need help on that let me know