Editable grid form with previous year and budget data on two lines

Applications Forms
#1

Dear ,
I’m wondering how build a form with two line of data for each row.
I need to present , as suggestion for budget data entry, the values of revenues of previous year in a line and below
an empty line where to entry the forecast budget data.
Where there is a final balance of previous year I have to show both. Where not … only the budget data entry cells.
Simplyfing a lot something like that…

YEAR2014___ITEM001________20.000
BDGT2015___ITEM001________ ???

YEAR2014___ITEM002________50.000
BDGT2015___ITEM002________ ???

YEAR2014___ITEM003________14.000
BDGT2015___ITEM003________ ???

Probably there is a more intelligent way… :wink: but I’ve no ideas… in this moment.
Thanks

#2

I don’t think that’s possible. The only way I can think of is to add custum label field and apply html into that so you can master the data yourself in a onrecord event…

#3

Hello Albert.
My thought was to create a very long table with all columns both for budget and consolidate data (product data…dimensions…12 cols for bdg and 12 cols for consolidate data).
Then make a sql that update all consolidate data reading from an Excel or other source the previous year data.
Once did that try to have a 2 line form with upper the budget data to entry and below the not editable consolidate data.
I think it could be possible in some way but I can’t imagine the alignment and other problems I can fance… ;-(

I did also a try using Google sheets . All works but the data entry for sales force is not so clear and easy… ;-(

#4

[QUOTE=giovannino;37950]Hello Albert.
My thought was to create a very long table with all columns both for budget and consolidate data (product data…dimensions…12 cols for bdg and 12 cols for consolidate data).
Then make a sql that update all consolidate data reading from an Excel or other source the previous year data.
Once did that try to have a 2 line form with upper the budget data to entry and below the not editable consolidate data.
I think it could be possible in some way but I can’t imagine the alignment and other problems I can fance… ;-(

I did also a try using Google sheets . All works but the data entry for sales force is not so clear and easy… ;-([/QUOTE]

I think that the options in SC are limited for this. Another approach might be to make use of a popup which shows the status per selected record. Then you can try to limit the information in one line and then make a link for the popup. You could start with a grid and since you can format that completely manually you might come close to what you want to achieve.

#5

So you need three lines repeated? Of which some are editable and others are not…
So basically create a table with the needed columns and a line number column.
Then fill the table (from some php code you make) line by line with the 3rd line being empty.
So now you have:


YEAR2014    ITEM001  20.000
BDGT2015    ITEM001  ?????
________    _______  ______

But leave the columns as varchar.
Sort the lines on line number.

1st solution:
Catch the OnChange,get the line nr, if it is line x or x+1 then get the data back from the database and put it in the field back (use AjaxOnChange).
except when it is line x+1 field 3 (the ???)
if it is line x+2 then fully allow the AjaxOnChange on the line, so do not get the data back from the database.

2nd possible solution:
Add php code on the OnBeforeUpdate that puts the old data for line x and x+1 back in the field.
Or/and use OnLoadRecord to generate javascript that blocks changes on every line x and x+1 (except the last field of x+1).

At least this is how I would try it…