Hello,
I have rows of bookings - sometimes a customer pays for multiple bookings at once so i would like to my users to select the multiple rows and have a button which:
How can i do this?
thank you
Hi @Hannes_Rohregger Check out Actions
Hi @Lynn,
Thanks Iโm already using actions (for #1) but i donโt see anywhere in the actions the ability to let the user input a value , which is then used in the rest of the action (for #2)
thanks anyhow
You may need to have a parent table and a child table here.
You can set up a Booking Order as parent table and Booking Details as child table.
So your customer can select multiple rows.
You will need to add a workflow rule as well, so when the whole booking is done, [settlement] column will be added โdoneโ.
Correct me if i were wrong. Base on the info i have, i think your user will need to input different order at the same time as you have different product/item. So this is the solution i always use.
Set up a parent table and a table for multiple orders(child table).
If you could elaborate more on the process of your system, then it would be easier to find a solution.
Hi @Jin_Tan,
The orders are like this:
Order No | Customer | Amount | Payment Received | Payment Ref
1| A | $100 | No | -
2| A | $200 | No | -
3| B | $50 | Yes | 123456789
4| A | $100 | No | -
If customer A pays $400 for their orders, I want my staff to be able to select rows 1,2,4 and click a button which converts the payment received column to Yes (easy to do with an Action button) and Also the staff will input a payment ref number 987654321 which will be inserted into the three rows as well.
so the final table will look like
1| A | $100 | Yes | 987654321
2| A | $200 | Yes | 987654321
3| B | $50 | Yes | 123456789
4| A | $100 | Yes | 987654321
hope thats clear!
If I may add, could you please explore if any of the following options helps you to set the payment reference number?
Option A ) In case the payment reference field is likely to follow a pattern of using existing fields in the table, then you may have the action " set the value of the column" to generate that payment reference by a concatenated expressions such as say CONCATENATE([Order No],"-",[Customer],"-",TODAY(),"-",USEREMAIL()) Here user email is the email of the staff that updates the payment reference
Option B) If the Payment reference is a specific value that needs to be entered by the staff every time, you may have a โStaff Entry Parametersโ table from where you could pick up this payment ref value for the action " set the value of the column" after a staff enters it in a form based on Staff entry table.
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