Hi Helen, if I’m understanding you right, what you want is to track what serial numbers are required for each order, and allow fulfillment staff to set what serial numbers have been packed for each order
And to accomplish that, you’ve created three tables:
- Serial Numbers - Serial numbers of items
- Orders - Orders received
- Packed Orders - Packing status of said orders
And now you’d like for a new record to be created in the
Packed Orders table for new orders that are received, as the
Packed Orders table acts as a task list of sorts?
If so, I’ve put something together here that I think might do what you’re looking for
When a new record is created in
Orders, an automation runs that will create a new record in the
Packed Orders table and then link the two records together.
We can then add a lookup field to the
Packed Orders table to display all the
Serial Numbers that were linked to the original record in
Your fulfilment staff can then refer to the
Packed Orders table alone to see what they need to pick for each order as the relevant serial numbers will be displayed
You could also accomplish this by merging the
Packed Orders and
Orders table together and set up specific views for your sales people and your fulfillment staff, but I assume there’s a business requirement here that’s making you make one table for each business unit?