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Claris Engage 2025 - March 25-26 Austin Texas ×

Populate Portal from drop down selections


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Posted

Hi all,

Is it possible to populate a portal from a series of drop down menus. What I am trying to achieve is to produce a quotation from five separate variables. There is a table of products that treat various crops for various problems. Each of the products has a repeating field with a list of crops and a list of problems that it treats. These products will treat the various crops at specific times of the year. It may well be that more than one product would be used to resolve a particular problem. What I am trying to do is to input the crop and the problem along with the area and the number of plants and produce a quote that gives the price for that spray program. The portal output would probably have to be on a different layout in the same table to show the recommended product , quantity , price etc

Posted

Your design structure needs to change. First of all, this is not the place for repeating fields. Rather, you need three "library" tables: Products, Crops and Problems. I call these library tables because they will be used to populate the table that stores all the possible combinations of the three. This table is a join table and will have at minimum the ProductID, CropID and ProblemID foreign keys.

How do you calculate the cost of a spray program? I see CropID and ProblemID (given these I can look to my Join table are return a ProductID. Perhaps this'll lead me to a SprayProgramID?) Since, Area and PlantCount are variables perhaps there's a pricing structure that can be stored in a SprayProgram lookup table that has ProductID, MaxArea, MaxPlantCount?

So when I create a Quote and QuoteLineItem, after entering the CropID and ProblemID, my third popup choice will be limited to the ProductIDs found in the join table. After completing the Area and PlantCount, the system will lookup in the SprayProgram table the price.

This topic is 4928 days old. Please don't post here. Open a new topic instead.

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