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Hello All,

I have a base for an order management system where I created an interface (Record Review layout) to display received orders. I added a field for the order status, including options such as "Received," "Damaged," and "Not Received."

I want the system to open a new form for adding extra details (Logs table), such as the order number, description, and other relevant details, whenever the user selects any status other than "Received." for individual records or is there any other way to do it without using the third party solution and script.

If required any more details let me know in this thread.


Thanks.

 

Hmm, so you want a new page / tab to automatically open once you select a specific status?  If so, that's not possible at this time I'm afraid

What if you removed the 'Damaged' and 'Not Received' statuses and forced the users to submit the new form instead?  You could then use a formula field to set whether the Order was 'Damaged' or 'Not Received' based off of the submitted form data

Hmm, so you want a new page / tab to automatically open once you select a specific status?  If so, that's not possible at this time I'm afraid

What if you removed the 'Damaged' and 'Not Received' statuses and forced the users to submit the new form instead?  You could then use a formula field to set whether the Order was 'Damaged' or 'Not Received' based off of the submitted form data


Hello @TheTimeSavingCo ,

Thank you for your response.

The flow I want is as follows: When I create an order and receive the items, I verify their condition (e.g., whether they are good, damaged, or not received). For example, if I receive a single item with a quantity of 100, I want to record the status as follows: 50 items are good, 25 are damaged, and 25 are not received. Additionally, I want to log the reasons in another table, such as '25 items are damaged due to [reason]' and '25 items are not received due to [reason]. So there is no option for me to removed the statuses.

Thanks.

Hello @TheTimeSavingCo ,

Thank you for your response.

The flow I want is as follows: When I create an order and receive the items, I verify their condition (e.g., whether they are good, damaged, or not received). For example, if I receive a single item with a quantity of 100, I want to record the status as follows: 50 items are good, 25 are damaged, and 25 are not received. Additionally, I want to log the reasons in another table, such as '25 items are damaged due to [reason]' and '25 items are not received due to [reason]. So there is no option for me to removed the statuses.

Thanks.


Ah interesting!  Hmm, what if you put a list into the record review like so?

Ah interesting!  Hmm, what if you put a list into the record review like so?


Possibly, I can do that, but in a single shipment, I might receive multiple items, such as the following:

  1. XYZ, 100 QTY
  2. PQR, 500 QTY

So, there should also be a way to track the condition of each item—whether it's good, damaged, etc. Additionally, in each shipment, there's no guarantee that I'll receive the exact quantity mentioned in the PO.

Ah interesting!  Hmm, what if you put a list into the record review like so?


@TheTimeSavingCo 

Maybe there is another way to achieve what I am implementing.

Could you please verify if it is possible to use a 'When record updated' trigger in Airtable to automatically open the record detail page in the Airtable interface?

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