Product list from parts list

[Kana Ne]

I just discovered Tap Forms and cannot find the answer in the forum, but wondering if it would possible to create:

1. A list with parts and their quantity in stock
2. A second list with products that consist of parts from the first list.

Can i make a product in the second list by selecting parts from the first list and automatically update the quantity on the parts in stock on the first list ?

[Brendan]

Hello Kana,

Thanks for discovering Tap Forms!

The Invoice Tracking template that I have here would be a good start to get you going with building this:

Invoice Tracking Template

It has a Products form that contains a list of products to choose from, plus an Orders form where you create an Order. Within the Order is a Table field called Order Items. The Order Items table has a check button you click on to display a list of Products from the Products form. When you select a Product, its values are copied into the record within the Table field. It uses the names of the sub-fields in the Table field to match up with the names of the fields in the Product form to know what to copy in. From there you can change quantities and prices and whatever you want.

The one thing it doesn’t do is update the quantity in stock of the products after you select the product to add to the Order Items table.

But I think it would be possible to write a Script that could update the quantities on hand in the Products table given the quantities that were entered into the Order Items table for the Order. It would take a bit of work to build a script to do that though. But the basics of what you’re asking for are definitely there in the Invoice Tracking template that you can download.

Thanks!

Brendan

[Kana Ne]

Thanks Brendan,

i am still trying, but is there a way to get a table in the form Products, with all orders
containing this product ?

Thanks!
Kana

[Brendan]

This particular example uses a Table field to show the list of order items. There’s no direct relationship between the Product form and the Order Items table field. The values are copied from the Product form into the Order Items table field. So there’s no way to directly search for all orders that contain a particular product used in the Order Items table. In order to do what you want, you’d have to use a Link to Form field instead of a Table field for the Order Items. But this has the disadvantage of you not being able to set a different quantity and/or price for the product. And that’s because a Link to Form field holds a reference to the Product form directly. So if you were to make a change to a product that you had previously selected (such as changing the name), that change would also show up in the Order Items field. This is not really conducive to keeping a proper history of order items where once someone orders a product, the product information (e.g. name, price, etc.) should never change.

But if that’s ok with you, then you could certainly use a Link to Form field instead of a Table field for Order Items. That would then let you look at a particular Order Item and see which Orders it belongs to.

Thanks,

Brendan

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