Adding members on hierarchical entities by data entry

Unknown
Unknown Active Partner
edited April 2020 in Platform

Hello,

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

image

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

Regards,

Marcel

Answers

  • Previous Member
    Previous Member
    500 Up Votes 500 Likes 500 Comments Second Anniversary

    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

    1. 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
    2. 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.

     

    More content here:

    About ATO 

    Configuring ATO (option 2 of my message)

    DataView in ATO (option 1 of my message)

Categories