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1

Hello everyone,

I have a application for meeting documentation of my customer.
Every customer has customer number.
I have to save some personal details as birthday, phone number, address etc.

When I meet customer I insert his number and I want to record that I meet him in date ***, this is already working well.
I also want to know, when I insert his number, if I already have all the details I need or I need to ask him about some details, and it will show me which details I have to get from him.

How can I do it?

2

A relation and lookup columns would be able to retrieve the information you need based on a customer number.

3

Hi Jeff,
Thanks you.

I would appreciate it if you could elaborate on that, how exactly it is done

4

Relation of customer number back to the customer. Lookup to grab the values you need.

You can fast forward to 7:20 to skip explanation.

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5

Thank you very much for the link, it was really interesting and helpful.
But, that’s not what I’m looking for. Although I will use it for other purposes.

In my app, I enter the customer number.
When I confirm the number, a record is created with the current date, so I know that the customer visited me on a certain date.

I want that as soon as I confirm the number, if I am missing some of the customer’s personal details, a screen will open for me to complete the details, and only after completing the details, a new record will be created with the date of the visit.

6

Yes its possible. Just create on submit action which will check where the number is confirmed & all fields are filled then set column with the current date, if the number is not confirmed & not all fields are filled then open edit screen this item