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How to design Skybow New form or Edit form to input same header data with various details?

Answered
Thomas Tse
  • Discussion Created

Dear all,

My SharePoint list contains the following columns. The first 2 columns (ShipmentNumber and ShipmentDate) are header data. The remaining columns are details. Same header data may contain various details. For example, A0001 shipment contains invoices I000101, I000125, I000168.
How to design Skybow New form or Edit form, so that users can input a shipment and all its corresponding invoices in one form, without repeatedly inputting same shipment data? Would you provide me some recommendations? Thank you very much.

SharePoint List
ShipmentNumber, ShipmentDate, InvoiceNumber, InvoiceAmount
A0001, 2024-03-25, I000101, $1000.
A0001, 2024-03-25, I000125, $2000.
A0001, 2024-03-25, I000168, $1500.
A0002, 2024-04-13, I000525, $1550.
A0002, 2024-04-13, I000358, $1860.

Best Regards,
Thomas

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Comments

1 comment

Date Votes
  • Official comment
    skybow Support
    • Edited

    Hi Thomas,
     
    You can add a new Dossier list (Shipment) with a sublist (Invoices). In the Dossier list, you will have ShipmentNumber and ShipmentDate columns, in the sublist you will have invoices and other columns. On New or Edit forms add this Invoices list as a sublist to the form

    After saving the form you will see all related subitems to this item on the Display form.



    Best regards,
    skybow Support

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