I am attempting to create a new bid line at any give line [portal row] within the bid lines portal. ie. Not the last row.

My present client does hundreds of bids per week. Each bid potentially has hundreds of line items. [manufacturing]

Bids are sub-summarized into categories of items. Presently items in inventory used for bids do not have category designations by which to sub-summarize in FM.

The client's present solution is 200 repeating fields and manually sub-summarizing items as they are entered.

Question #1: Can a new portal row be created any where other than the last row? How?

Question #2: Can filtered portals be sorted for sub-summarizing items? Assuming those items ID, SKU, Name or description are descriptive enough.

Thanks for your support-
Z

ZoogDev wrote:Question #1: Can a new portal row be created any where other than the last row? How?

First, you'll want to add a "SortNumber" field to the BidLines table; then sort the portal by this number. Edit the "New Line for Bid" script to set the sort number field with the last sort number for the current bid plus 1. At this point if you add the sort field to the bid portal layout you can manually move any line by changing its sort number: changing "3" to 1.5 would move the line to between line 1 and 2.

For extra credit, further edit the "New Line for Bid" script so that if you're ON a portal row besides the last one when you click this script, you'll create a sort number .1 plus the sort number of the current portal row, letting you create new lines wherever you want.

You'll also want to move this structure into the Invoices table and portal.

ZoogDev wrote:Question #2: Can filtered portals be sorted for sub-summarizing items?.

No. They can show any one summary (items for one SKU) but they can't show headers for each SKU with the items below it. You can do that list views (with live subsummaries) or in "Virtual List" portals like that used to draw the calendar.

If you'd like us to get you a price for doing any of these mods, just reach out to support at seedcode.com

This technique works well within the portal. Manually for now. We may ask for a price to script it so that it will add a line below the active row.

Problem: The sort by sort order field does not translate to print. The sort order remains with the bidline ids. Scripting to sort by sort order leads to only bidlines printing with no header/footer info. [Company/Bid totals]

Any ideas?
Thanks-
Z

You'll want to manually sort the line items before printing, adding a sort based on this new sort field to the script "Print Bid" right under the comment "Sort if necessary".

Email john at seedcode.com if you'd like a price for "extra credit" part.

Best,

John