Hi everyone, I'm new to Creator and struggling to figure out the following:
I have an order form that my sales person uses to enter orders taken over the phone. Typically an order has several items which he can add to the order by selecting from a dropdown that uses a lookup to pull from a master list. I have created a report that shows my procurement person each of the items in the order so that he can pull them from the shelf. At the item level there are details about where it can found in our warehouse.
What I'd like to figure out is a way for the procurement person to view the report which contains the item name and location details and to be able to update a status field for each item contained in the report. For example, the goal is for the report will tell him to pull item A from shelf B and allow him to choose the status "pulled" from a drop down menu.
I've come close to achieving this using a grid report but the problem there is the item names are long and get cut off in that view, I can't seem to show the location information, and with many items, there is excessive horizontal scrolling.
My confusion is about whether I should be trying to create a report that has dynamic status fields or whether I should be trying to create a second form that pulls in the item information from a report (possibly using Fetch Records or something like that) and then adding status fields next to the item data that is being pulled.
Any direction is much appreciated! Thanks