Form for registering new vendor
For for registering new client
Basic reports
All my clients (in a table)
Name |
---|
Client ABC |
Client DEF |
Client Me |
Same as above but as a list (with totally custom layout)
Client ABC based in New York, NY
Client DEF based in Charlotte, NC
Client Me based in Phoenix, AZ
All my vendors (in a table with name and location)
Name |
Location |
---|---|
Vendor XYZ | Phoenix, AZ |
Vendor QRS | Phoenix, AZ |
Vendor YZA | New York, NY |
Vendor TUV | Newark, NJ |
Vendors per location
Location |
Per location |
---|---|
Phoenix, AZ | 2 |
New York, NY | 1 |
Newark, NJ | 1 |
Clients per region

Vendors per region

My client (by name) with all vendors in a custom view (showing only ONE client by filter with custom layout)
Client ABC
Based in: New York, NY
Vendors:
Vendor XYZVendor QRS
Showing customers who use vendor matching a filter (vendors:*TUV)
- Client DEF
"questionable" reports
- querying through vendors about clients (not directly at least, but though custom views), as we only store one way reference in client table/form. That means: vendors form knows nothing about clients
- Vendors used by clients (with multiselect fields (we have it for vendors) the reports might be not so flexible, values are appended automatically)
Name |
---|
Vendor QRS Vendor XYZ |
Vendor TUV Vendor XYZ Vendor YZA |
Vendor XYZ |
Name |
[count] |
---|---|
Vendor QRS Vendor XYZ | 1 |
Vendor TUV Vendor XYZ Vendor YZA | 1 |
Vendor XYZ | 1 |
same as above but with flattened dataset
Name |
[count] |
---|---|
Vendor XYZ | 3 |
Vendor QRS | 1 |
Vendor YZA | 1 |
Vendor TUV | 1 |
Name |
Name |
---|---|
Vendor QRS Vendor XYZ | Client ABC |
Vendor TUV Vendor XYZ Vendor YZA | Client DEF |
Vendor XYZ | Client Me |
same as above but with flattened dataset
Name |
Name |
---|---|
Vendor XYZ | Client ABC |
Vendor QRS | Client ABC |
Vendor XYZ | Client DEF |
Vendor YZA | Client DEF |
Vendor TUV | Client DEF |
Vendor XYZ | Client Me |
vendors.length with Merger table
Name |
vendors.asLength |
---|---|
Client ABC | 2 |
Client DEF | 3 |
Client Me | 1 |
as normal table (using special function to count vendors) vendors.length with table view
Name |
vendors.asLength |
---|---|
Client ABC | 2 |
Client DEF | 3 |
Client Me | 1 |
same but using [entry_fieldname]
Client ABC with vendors count: 2
Client DEF with vendors count: 3
Client Me with vendors count: 1
In current configuration we have not created a form with locations which we can then reuse in both "vendors" and "clients". (this is certainly possible, but to simplify things we have decided to use simple text field)