I have built an app in tadabase.io. This is the quote builder module.
When a rep needs to add an accessory they select the drop down list. However its a LONG list of items. Id like to be able to filter the list by supplier and then have them search for the item. Is there a way to do this with inbuilt functionality or plugin? any advice appreciated
Hello @arthurbuy,
you probably used the one qoute to many accessories connection type found on the right. My suggestion is that you should put stuff in seperate tables and use the connection type on the left. Add 2 tables to hold accessory items. One table holds a list of items (cataloque table) and other table holds QuoteLineItems. In the Quote details page, add cataloque table and add ‘Action button’
Screenshot below shows how the ‘Action Button’ (Green button) can be configured so that when you are viewing the catalogue inside the Quote details page and when you click the button it’ll take the Quote record ID and ItemName and it’ll insert a new record into your QuoteLineItems table and of course you can also add this table under quote details page. Set the cataloque to popup if you like.
wow ! Thanks for the extremely detailed answer. I will need to take some time to absorb it. As my app is in production for a few months it maybe difficult to make structural changes, I really appreciate the time you put into this, tks Noel
Hi maybe you have a simpler solution that can work for you. If you are using a form to add an article, and your items table contains the supplier from a supplier table, you can set a cascade form, first select the supplier and then set the item filtering from the supplier connected to item to show only in the list the items from one supplier.
You got most it already done anyway. I can see you have LineItems table at the bottom of your screenshot. Depends on how the dropdown list is made, you can try spliting the list into two and use dependant drop down list. If everything else is working fine then leave the structure as it is.
btw why havnt you moved over to the new layouts? your missing out sir big time.
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Look Noel, new layouts. When you press full screen mode and viewing in PC screen… it is so amazing its easy to forget that your actually on a web page!
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Also, might want to consider dependent dropdown selectors if you want to filter by supplier then by item.
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