Welcome to the community, Matthew! :grinning_face_with_big_eyes: It sounds like your base (not your “Airtable” - Airtable is the product name; what you’re making inside of Airtable is a base) is already structured pretty well for what you want to achieve. However, Airtable’s form views aren’t designed for the kind of dynamic input you’re seeking, where you need to add an arbitrary number of product entries depending on what you encounter during your audit.
There’s possibly a way that you can achieve what you want with the help of some third party tools—like @openside’s On2Air: Forms that ties into Jotform—but you might also consider a slight tweak to your process that could be accomplished directly within Airtable.
What I suggest is making two more tables: [Audits] and [Audit Items]. The [Audit] table would contain the basic info about the audit itself: a date field, a link field to choose the customer from the [Customers] table, and a link field for choosing records from the [Audit Items] table. (The primary field could be a formula that combines the date and client, so that you have a unique value.)
The [Audit Items] table would have an {Audit} link field for connecting to a record in the [Audits] table, a {Product} link field for selecting items from the [Products] table (one item per record), and entry fields for {Qty Remain}, {Collected}, {Payout}, and {Refill Qty}. This table’s primary field can also be a formula that concatenates the audit name with the product.
When it comes time to do an audit, you’ll fill out the basics first in a new record in the [Audits] table:
To add items, click the + in the {Audit Items} field, then click “+ Add a new record” at the bottom of the dialog. This will open a dialog where you can enter the details for the item you’re auditing. The link to the audit record is already made for you, so choose the product and then enter the rest.
Once you’re done, close the record, click the + to add another new link in {Audit Items}, and do the same with the next product you’re auditing.
When you’re finished, you’ll have links in your [Audit] record pointing to all of the relevant items from that audit. To print a report, you can use the Page Designer block (which requires a Pro account, but it’s worth it) to print the record for a single audit, including all linked audit items and their details all on one page.
