Is it possible to create a "two step" form in ZOHO Creator enabling a salesperson to "edit" a existing entry in a ZOHO Database/Table?
Here is an example of what I need the form to do:
STEP 1 |
Enter the invoice number (ex.123456) in the "Invoice Number" field. Then click on the "Submit" button
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Sales Entry Form
----------------------------------------------------------------------
Invoice Number:
_____123456______|
----------------------------------------------------------------------
Salesperson:
________________|
----------------------------------------------------------------------
Product:
________________|
----------------------------------------------------------------------
Sales Amount:
________________|
----------------------------------------------------------------------
___Submit___
___Edit___|
STEP 2 |
The form then searches for invoice number "123456" in ZOHO Reports Datadase (Sales) / Table (2012).
-----------------------------------------------------------------------------------------
Invoice Number Salesperson Product Amount
-----------------------------------------------------------------------------------------
1. 123456 Bob Widget $20.00
-----------------------------------------------------------------------------------------
STEP 3 |
The information from "Row 1" in the ZOHO Report is placed into the corresponding fields in the form.
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Sales Entry Form
----------------------------------------------------------------------
Invoice Number:
_____123456______|
----------------------------------------------------------------------
Salesperson:
_____Bob________|
----------------------------------------------------------------------
Product:
____Widget_________|
----------------------------------------------------------------------
Sales Amount:
_____$20.00_______|
----------------------------------------------------------------------
___Submit___
___Edit___|
STEP 4 | The form can then be "edited" (
$20.00 changed to $50.00 for example). Then the updated information can be entered into Row 1 of the ZOHO Report by clicking on the "Edit" button.
----------------------------------------------------------------------
Sales Entry Form
----------------------------------------------------------------------
Invoice Number:
_____123456______|
----------------------------------------------------------------------
Salesperson:
_____Bob________|
----------------------------------------------------------------------
Product:
____Widget_________|
----------------------------------------------------------------------
Sales Amount:
_____$50.00_______|
----------------------------------------------------------------------
___Submit_
___Edit___|
STEP 5 |
The edited information is then placed in ZOHO Reports Datadase (Sales) / Table (2012).
-----------------------------------------------------------------------------------------
Invoice Number Salesperson Product Amount
-----------------------------------------------------------------------------------------
1. 123456 Bob Widget
$
50.00
-----------------------------------------------------------------------------------------
As always any assistance or direction would be greatly appreciated. Thank you.
Michael