Form Assistance (Dynamic Fields / Embedded Reports?)

Question

I am helping create a table for a 'materials requests'

In this table, it references a master materials list that contains the types of materials a work-job may need (example: paint brushes, mixing cups, spray bottles, sharpies, gloves, painter's tape, etc.). It pulls in the material, cost , and allows the form to calculate a total ie: 3 paint brushes x $2= $6 in materials

Some jobs may just need 1 material from this list, some may need multiple materials depending on scope.

On my request table, I have the form with relationship functional where it pulls in the material, cost and does a calculation based on the user input on the qty and saves with no issues. However, we need it to function where if a request needs more items there can be a button/option to 'add more materials' and reveal another set of fields for more materials as they are added.

Now once the record/form is saved, it saves the material as one line item or one individual record. Now since there is a job name field for reference in any request, and if additional materials are needed, we are okay with it creating additional records from that same form-session so the user does not have to add one material at a time and become time consuming. What is the best way to approach it a intake/input form to create multiple records when/if needed if a job needs more than one time?

Request Date	Requestor	Job Name	Materials Needed	Cost	Qty	Total
10/1/2024	John Doe	Pleasant Valley C1	Mixing Cups	$2	4	$8
10/4/2024	Jane Doe	Westchester B03	4" brush	$4.50	2	$9
			Mixing Sticks	$10.00	1	$10
			Lint Free Rags	$15.00	2	$30
10/10/2024	John Doe	Windy Vane D112	Foam Core Sheet	$50	3	$150
			Trash Bags	$5	2	$10

*Note: right now max materials right now is 10 per the admin, but they may want to increase this to a unknown number at this time in the future as business grows.

donlarson · Answer

I think your application looks like this

Three things to consider:

1) On each Job, every time your Users click Add Request, you will get a form to add a single item to the Job.

2) If you Make the report Materials Requested on the Job table, Grid Editable, your users should be able to fill it out like a spreadsheet but all the material will belong.

3) You can import records to the Job Material Request table. This gets more complicated because to be neat and clean, your spreadsheet has to include the Job # and the Master Material #.

rbhakta · Answer

This is def our overall map of the data. For right now we are going to approach it as grid editable and also explore connecting another table and embedded it a report that way.&nbsp;

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Form Assistance (Dynamic Fields / Embedded Reports?)