I’ve just testing tadabase to see if it will fit my requirements. I’ve currently created a App based on the “Order Management” template. What I can’t work out is when a new “Purchase Order” (Header) record is created, then automatically create “Line Items” for each product I have in the system, but with a zero quantity value.
Basically instead of the user adding/selecting the products indidually, I want the user to scroll down all of the products and simply increase the quantities for the products they want.
That should be possible using record rules when a purchase order is created by adding a connected record to the PO and adding the values you want. This might not be a great solution if you have a lot of products since you’ll have to create a record rule for each one.
We have too many products and products being added/deleted often for this method to work.
After some googling it looks like it might be able to be done via the “Record Utilities - import child record” pipe you guys have designed, but I can’t find the documentation for it. Do you know where I might find that?
A simple approach you could use is an inventory table and a « My order » table on the same page, where users would add products from the products list to their order.
The Inventory table lists all your products in a table component with a « Add » details link button that opens a popup with an ‘add a new order item connected to this product » form. This form would contain the quantity field, plus « Add to order » button.
The form also needs record rules to connect the item to the current page’s order.
It requires click / set quantity / click for each product but it’s simple and requires no JavaScript.