I have a form named “Parts”, listing items and their prices.
I have another form named “Orders” containing customer orders.
Using the Orders form I can easily create orders by selecting the parts from the linked form “Parts”. Everything calculates perfectly.
The challenge occurs when I make a price a change for a part in the Parts form. That new price is reflected in past orders that have been closed out.
How can I make it so closed orders retain their original item prices?
Hi Chris,
The way I do this is instead of linking directly to your Parts form, I setup a Table field for your Orders in the form and then connect that Orders Table field to your Parts form. When you have fields with matching names between the two forms, when you select a Parts record, Tap Forms will copy the values to the Table field from the selected record. So things like the part number, the current price, etc. But then you can have additional fields such as Quantity which are only in the Table field. Now whenever you change the price in the Orders Table field, it won’t change anything other than that.
If you import the Sales Invoices template from the Template Library, this is exactly what I do. There’s a Customers form, an Orders form and a Products form. Orders has a Table field that has a list of Order Items. The Order Items Table field is connected to the Products form. When you select a Product, it copies the Product Number, Product Name, and Price to the Table field. Then you can type in whatever quantity you want and Tap Forms will compute the total from that.
The problem with using the Link to Form field is when you link to a record, you’re linking to the actual record, not a copy of it. So any change you make to the record you linked, that will appear everywhere you linked to that same record.
Hope that helps!
Brendan
Thanks much Brendan! That helps a lot.
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