Creating an order template with products already added?

Hello 🙂
the situation looks like this:

Now
Users can add their packages to the shopping cart manually.

eg this user added three products to his shopping cart:
- BDF Lizenz
- CIP Lizenz
- SEO Take-Off Package

random9_2-1697730110432.png

 

Goal
Users can select from several full shopping carts (templates) and can add, customize and delete products from this shopping cart to save time.

eg  the user should be able to choose a certain template that adds these three products to his cart instantly, without having to manually add each one of those packages to the cart

 

How
Is it possible to create a drop down of orders that you can use as templates, and when you choose one, a order for you will be created and can be edited by you

Maybe a copy button would be nice, that copies all the data of two tables and just changes the ID.

Any idea on how this would be achievable in an optimal manner?

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@random9 wrote:

How many custom actions would I need to create to achieve this? A trigger and a add function?


This depends on your data structure.  When you create the Order Detail rows from the templates you would also need to assign the Order ID/# to each row.  Which means you need to create the Order row first.  There will need to be "transition" actions to switch datasources the action is operating on. So, there will likely need to be several actions.


@random9 wrote:

Hmm, I'm not sure if I would save it like you suggested or like this:


Yes, your approach might make sense from action processing perspective.  With what I suggested you would need to loop over the list to create the rows - i.e. more actions.  In your approach, no specific looping would be needed. 

 

 

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