Allow Edit in Customers Nested Form

[aminsaleh]

Hi all,

This seller form allows seller to capture order detail and one of that detail is customer info.

Now if the seller is adding a new order and as he/she is in customer tab he/she can add a new customer or pick one from the old list.

But... How can I allow customer edit from within this nested form, because maybe seller picks a customer with no email address but now he/she wants to add an email for that particular customer. 

See below please it only has "Add" option but there is no option to edit old customer info.

[WillowMobileSys]

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@aminsaleh wrote:

But... How can I allow customer edit from within this nested form,

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You cannot.  However, there are a couple of options.  I'll assume you have the Customer column defined as a Ref data type?

Approach #1 - The typical approach is to have a dedicated Customers view that is the "normal" place to add and edit Customer rows.  The ADD button in the dropdown is meant as a convenience factor to add a Customer that hadn't been added before hand.  It is expected that if Customer details need changed, they are made from the Customers view.

Approach #2 - How does the user know that something needs to be updated?  It is probably because the details are being shown on the Form and are being reviewed.  In this case you could use the Customer dropdown as a "lookup" field and once selected, automatically populate (copy) the other details into columns on the Order row.  Then make these other columns Editable so the app user can CHANGE them.  Upon save of the Order Form, write these changed details back into the Customer row.

I hope this helps!

[aminsaleh]

@WillowMobileSys 

Thank you indeed