I have a sheet for sales invoices with a subtable showing all sales line items on the invoice. Each line item can be clicked and opened into another sheet with more fields than just what’s listed on the invoice. Included on this line items sheet is a subtable listing all the quality control (QC) checks we have done for each sales item on the main invoice.
I would like to create a multiple version of the original sales invoices sheet that shows this QC subtable under each sales line item… basically a nested list that is two subtables deep (sales line items, QC checks). This is to make a QC report for each sales invoice that shows the QC check results subtable under each sales line item.
Is this possible to do in Ragic? Can you understand my meaning? If not, I can draw a sample image of what I am trying to accomplish.
Yes, you can have this kind of nested subtable structure, but you should make these “subtable” into standalone Sheets with “New sheet from subtable” function.
They can be displayed separately easily by the built-in methods.
Form A: Sales Invoice + [subtable] Invoice Line Items
Form B: Invoice LIne Items + [subtable] QC Check Items
Under Sales Invoice, you can also display QC Check Items in the subtable as well.
You just need to make sure the Sales Invoice ID is also available for reference on the QC Check Items.
I can visualize all the steps except this last one. Is it possible to have the QC Check Items listed under each Invoice Line Item? How to design the sheet to do that? Or would the two subtables need to be separated?
In fact, I don’t really need a Ragic sheet for this, I just need a downloadable report in PDF or XLS format, if that makes the final solution easier.
To have the flexibility of showing subtables wherever it was being referenced.
It’s a must to use “New sheet from subtable” function.
So in your setup, you will need 3 separated but referenced sheets.
For this part:
Under Sales Invoice, you can also display QC Check Items in the subtable as well.
You just need to make sure the Sales Invoice ID is also available for reference on the QC Check Items.
It might look something like this.
As long as you also reference Invoice # in the QC Check Items, you will be able to display all the QC Check Items related to that Invocie # as a subtable.
Thank you for your explanation. It’s not quite the layout I would prefer, but it will do.
However, please tell me how to also get the Sales Invoice ID field referenced in the QC Items subtable. I can only get the Invoice Item No. referenced. I have created a text field for the sales invoice ID but it isn’t referenced.
Do I need to use link and load somewhere? Please advise. Thanks
You need to make sure that Invoice ID is already located in the “Invoice Line Item” form first.
“Invoice ID” should already be selected as the reference field when creating “New sheet from subtable”.
Then, under the 3rd form: QC Items.
You can click on “Link fields from parent sheets” to select “Invocie ID” and bring it into the 3rd form.
Invoice Item No. was selected as the reference field when creating “New sheet from subtable.” That links it back to the Invoice Item No. sheet. There was no option to link the subtable back to the Invoice ID field/sheet. This is the part that confuses me.
I’ll submit a support ticket to get the second reference link to the QC subtable figured out. I’m guessing it’s something simple, but I am drawing a blank on how to exactly go about it.
