Adding members on hierarchical entities by data entry

Hello,

I try to find the best way to apply the following process:

I have created a relationship lines -orders-quotation. what could be the best approach to built this data entry process in BOARD?

Regards,

Marcel

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Hello,

The ato object should answer your need. Using an ATO (either as object or within a dataview) allow you to insert new members in your entities Lines, Quotations, Orders and relate them within the hiearchy.

According to you needs, you can

split the steps in several objects 1 distinct dataview for each entity, in order to insert new entity members, and then a 4th dataview to set the relationships using data-entry on the parent entity members
or use the ATO object to manage everything in one object.

Be aware that this is a sensible operation, and an end user can not rename a member code (DB developers can) if he tipped it wrong. he can only modify an entity member description.