Ad subform to form (add multiple products from the same table in one form)
If I could add multiple products from the same table in one order form, it would take less time.
The situation now is like this:
When I have a customer that buys one product I need one form to do that (Connect product table and costumer table via Sales Order Form). But when I have one customer that buys multiple products I have te repeat the proces multiple times (One product per form).
While we do not have any current plans to include a sub form within another form, it is possible to restructure the app so that the products are the linked to the order via a new join table. This join table could be called "Line Items" and would become the child table to the Orders and the Products table. This would allow you to create one order with multiple line items that can link to several products.
The new child view of line items could then be placed on the order form so that child records can be quickly added. More information can be found in our Knowledge Base article: http://help.trackvia.com/knowledgebase/articles/378740-how-to-create-a-form-to-include-child-records
Hope this helps! For more specific information on this new structure, you can log a ticket with our support team through the Help link in the account!