Spec for AI to build RTS Slip
Just can't get it working??
Note: I am using the improved version of AppSheets
Samples of data sources:
RTSclean
ID | transaction | comment | warehouse | product | stock.long description | stock.bin | quantity | cost | date | type | value | Supplier Name |
ID-1 | 10037 | S006 | 01 | 13133 | 150mm GALV M.I ELBOW 90 F/F MECH90 | G/0/36 | -10 | 670 | Sat Jul 05 2025 09:00:00 GMT+0200 (South Africa Standard Time) | RTS | -6700 | STEWARTS & LLOYDS HOLDINGS PTY |
ID-2 | 10037 | S006 | 01 | 10239 | 150mm GALV M.I EQUAL TEE Q130 | G/0/32 | -3 | 825 | Sat Jul 05 2025 09:00:00 GMT+0200 (South Africa Standard Time) | RTS | -2475 | STEWARTS & LLOYDS HOLDINGS PTY |
Select RTS
ID | RTS | Date | Time | Supplier code | Supplier name | Slip ID | RTS List |
30679c8f | | 6/6/2025 | 15:14:40 | | SUNRIDGE IMPORTERS & WHOLESALERS | | 10039 , 10041 , 10042 , 10044 |
dc4a077a | | 6/6/2025 | 15:19:20 | | SUNRIDGE IMPORTERS & WHOLESALERS | | 10039 , 10041 , 10042 , 10044 |
Required Views:
The first view is a form, display “select RTS by supplier”.
The input field is to select the supplier name from a drop down list. The list is found in [RTSclean], [Supplier Name]. The list must be unique values only (unique eliminate duplicates). The user selects only one. The selection is recorded in Table: Select RTS, [Supplier name]. On save the next view is displayed ‘Select the supplier transaction code’.
- Select the supplier transaction code
Text field to display the selected supplier.
Input field to display the list of transaction codes for the selected supplier.
The list must be calculated: Use the supplier name selected, find all unique transaction codes in RTSclean, transaction.
Write a detailed step by step instruction to build this solution using AppSheet. Make the instructions simple to follow.
Phase 1: Initial App Setup & Data Source Integration
- Create Your AppSheet Application:
- Go to the AppSheet platform.
- Start a new application, choosing to begin from your existing data source (e.g., Google Sheet or Excel file) that contains your RTSclean and Select RTS tables.
- Add Tables to AppSheet:
- In the AppSheet editor, navigate to Data > Tables.
- Click + Add New Table.
- Select your data source and add both the RTSclean and Select RTS tables.
- Configure Table Permissions:
- For the RTSclean table: Click its name, go to Updates, and set permissions to Read-Only. This prevents users from altering your source data.
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- For the Select RTS table: Click its name, go to Updates, and set permissions to Adds, Deletes, Updates. This allows the app to create and modify records.
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- Configure Select RTS Table Columns:
- Navigate to Data > Columns and select the Select RTS table.
- ID Column:
- Set Type to Text.
- Mark the Key checkbox as Yes.
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- Set Initial Value to the expression: UNIQUEID().
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- Set Show? to No (for final user experience) and Editable? to No.
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- Supplier name Column:
- Set Type to Text.
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- In the Valid If property, enter the expression: SORT(UNIQUE(SELECT(RTSclean, ISNOTBLANK()))).
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- Set Auto-complete to On.
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- Ensure Show? is Yes and Editable? is Yes.
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- Selected Transaction Code Column:
- Set Type to Enum (for single selection) or EnumList (for multiple selections).
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- In the Valid If property, enter the expression: SORT(UNIQUE(SELECT(RTSclean[transaction], =.))).
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- Set Auto-complete to On.
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- Ensure Show? is Yes and Editable? is Yes.
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Phase 2: Designing "Select RTS by Supplier" View (The First Form)
- Create the Form View:
- Navigate to UX > Views.
- Click + New View.
- View Name: Select RTS by Supplier.
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- View Type: Form.
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- For Table: Select RTS.
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- View Position: Set to Ref.
- Columns to Show in Form: Under the Columns section, explicitly select Supplier name.
Phase 3: Implementing Navigation and Context Transfer
- Create the Navigation Action:
- Navigate to Behavior > Actions.
- Click + New Action.
- Action Name: Go to Select Transaction Code Form.
- For a record of this table: Select RTS.
- Do this: App: go to another view within this app.
- Target: Enter the expression: LINKTOFORM("Select Transaction Code", "ID",.). This ensures the second form opens the same record.
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- Attach Action to Form Save:
- Navigate back to UX > Views.
- Select your Select RTS by Supplier view.
- Scroll to the Behavior section.
- Under the Form Saved property, select the action you just created: Go to Select Transaction Code Form.
Phase 4: Designing "Select Transaction Code" View (The Second Form)
- Create the Form View:
- Navigate to UX > Views.
- Click + New View.
- View Name: Select Transaction Code.
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- View Type: Form.
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- For Table: Select RTS.
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- View Position: Set to Ref.
- Columns to Show in Form:
- Supplier name (This will display the selected supplier from the previous form).
- Selected Transaction Code (This is where the user will select the transaction).
Phase 5: Testing and Validation
- Test Case 1: Initial Form Display
- Action: Open the AppSheet application.
- Expected Outcome: The "Select RTS by Supplier" form loads, displaying the Supplier name dropdown populated with unique, sorted supplier names.
- Test Case 2: Supplier Selection and Navigation
- Action: Select a supplier from the Supplier name dropdown and click "Save."
- Expected Outcome: The app seamlessly navigates to the "Select Transaction Code" form without any blank screens.
- Test Case 3: Context Preservation
- Action: On the "Select Transaction Code" form, observe the Supplier name field.
- Expected Outcome: It correctly displays the supplier name selected in the previous form.
- Test Case 4: Dynamic Transaction Dropdown
- Action: Click on the Selected Transaction Code input field.
- Expected Outcome: The dropdown displays only transaction codes associated with the supplier selected in the first step.
- Test Case 5: Saving the Second Form
- Action: Select a transaction code and click "Save."
- Expected Outcome: A new row is added to your Select RTS data source, containing both the Supplier name and Selected Transaction Code in the same record.
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