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Hi, hi. Happy Midsummer. I hope you are all wonderful. I have the most simple task that I cannot figure out for the past ten days. I'll attach an image here. I set up my inventory tracking system. I included a button to receive packages of inventory and a button to delete used packages of inventory. I cannot connect these buttons to update my current inventory column. My buttons open beautifully to the form, but when I input two boxes were received, nothing is updated in my current inventory. When I update two boxes were used, nothing updates as well.

Let me know what additional information I can give you if you have a possible code. I've tried a bunch, and it seems like such an easy task, but nothing is sinking on my end for me to make it usable.

Thank you. Thank you for your help. I appreciate you so much.

Lisa 

 

Hm, what are the buttons supposed to do exactly?  The ‘Current Inventory’ field also seems to have an error in setup


Hm, what are the buttons supposed to do exactly?  The ‘Current Inventory’ field also seems to have an error in setup

Hi Adam,

Thanks so much for replying and for taking a look! :)

What I’m hoping for is:

  • When I click the “Received Inventory” button and submit the form that pops up (e.g., I enter in “2 boxes received”), I want that amount to be automatically ADDED to the “Current Inventory” field for that product.

  • Similarly, I’d like the red “Used” button to let me SUBTRACT boxes from “Current Inventory” when boxes are used.

  • Right now, the forms open correctly and let me enter numbers, but the “Current Inventory” column does not update on its own, and my master inventory list isn’t syncing.

If you need more details about my setup or want to see my field or button configurations, I’m happy to share screenshots or specifics!

Thanks again—I really appreciate your help in figuring this out!

Lisa

Let me know if you’d like to personalize it further or add more technical details!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Ahh I see.  Could I confirm you’ve created rollup fields from the ‘Received’ and ‘Used’ tables to sum up the totals?  Is the ‘Current Inventory’ formula field a formula that deducts the ‘Used’ rollup amount from the ‘Received’ rollup amount?

 

I’ve created a working example of what I think you’re trying to do here, and you can duplicate it into your own workspace to modify it!