Need Ideas / Help

[Ampurcell]

Alright my mind is mush right now...

So I want to make a vendor portal for my rental company.
I already have all my items in knack. I have been using it to manage inventory for years.

But! Here is the biggest Issue. As it traditionally stands you have to "know" the product to submit it in a form.
But I have hundreds of products and it would be easier to search the products than use an action to add to order.

• In a perfect world I would want clients to make an order

• than on the order page have a menu button that opens an inventory search

• The inventory search would come up (preferably in a pop-up modal) where they can use the action to _add to the quote on the previous page_

• then it would refresh to the parent page and show the product on their order as a line item attached to the order.

But the search doesn't work that way. The search won't connect to the order page. I can use a menu link to navigate to an existing page (search) but that page has zero to do with the quote. So when I add the item by creating a record it connects it to nothing.
I tried some JS with chatGPT to try an populate the order ID but that was a fail.

I did find a very clunky way to connect which would navigate to a child page that shows items with "blank" fields for quotations and then using inline editing update the field. But that is really cumbersome, not intuitive (this is for outside people) and super annoying for every item.

Any IDEAS! - Are their keywords that would help me solve this or someone have another solution that would streamline for customers.

[Greenlight88]

You probably solved this I'm guessing - Seems like a structure problem to me?

Instead of a Quote might be better to think of it as a Shopping Basket - that way you can have a 1 to 1 relationship (Show Items Connected to the logged in Users Shopping Basket)

Then I believe you could use the Action to connect the Logged in Users Shopping Basket to a list of items

OR if you really need the quotes format (guessing you do) you could have one table that was 'Active Quotes' and connect that one to one

Following finalisation of the quote you could have that entry update another table of 'Past Quotes' (One User Account Connects with Many Past Quotes)

They would have to finish one quote before doing another - but possibly you could get each quote to 'reactivate' as needed

I do love solving problems like this but I normally need to play around with it to work it out -

I believe you could do everything you want to do with some JS though - I'd ask Claude!

I think I've got a similar issue coming up so I'd be keen to know how you resolved