I have 3 tables. customer, Appointments, Invoices
On the customer_detail view, I want to see all previous appointments and invoices. The system automatically generates a reference to the appointments but I can't seem to figure out how I can get invoices on there too. It's not there anymore and I can't choose it because it's a virtual column?
Hello and welcome to the Community!
In the Invoice table, you should have a column named for example: "Customer", type: Ref, with option "Is part of?" checked, pointing to the Customers table. In this way you see [Related Invoices] in your Customer_detail view.
Ok I created a virtual column for Customer. However, I already have columns FirstName and LastName. I chose the Customers table but what would be my app formula?
This should NOT be a virtual column, it should be a normal formula-less column that is manually linking each invoice to its corresponding customer ID.
All other customer-related columns, like First & Last Name, should be removed from the table, since this information already exists in Customers Table.
You should read these:
Data: The Essentials | AppSheet Help Center
References Between Tables | AppSheet Help Center
I did that but it doesn't show up for [related Invoices]. Could it be how I'm linking the two? I select my customer then created a invoice action button. I do a LinktoForm and transfer Name and other info to the invoice. An invoice is created.
I deleted the links. I can see related appointments that i made at the beginning when they were linked together. Now, when I'm on the customer_detail, I click on an action button "book appointment." It has a formula of LINKTOForm("Appointments_Form", "Customer",[Customer]). On the form, it doesn't prepopulate the Customer dropbox. I have to select the customer. How can I link them together?
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