Items
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
Items
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
Items
Database Link
text
[QR Code URL].BarcodeQR("FFFFFF").image(75,75,"QR Code","Auto",false)
Items
Add to Cart
button
runactions(
ModifyRows(
thisRow,
[Times Added To Cart],
[Times Added To Cart] + 1,
[Date Added to Cart],
switchif(
[To Order] = 0, now(), [Date Added to Cart]
)
),
switchif(
[Related Items].IsNotBlank(),
[Related Items].[Add to Cart],
""
)
)
Items
Internal Supplier
lookup
Locations
Items
Location
lookup
Locations
Items
Trigger
lookup
Trigger
Items
Order Mechanism
lookup
Order Mechanism
Items
Print
button
runactions(
switchif([Inlcude Barcode] and Barcode.IsBlank(),ModifyRows(thisRow,Barcode,Barcodecode128(Name, "white", "black"))),
switchif(
Select,
[Bulk Print],
OpenRow(thisRow, [Print Format], "Right")
),
switchif(
Select,
ModifyRows(Items.filter(Select), Printed, true),
ModifyRows(thisRow, Printed, true)
)
)
Items
Receive
button
modifyrows([Order Line Item Archive].filter(Status!=Finished).MinBy(CurrentValue.[Created Date]),Status,Finished)
Items
Edit
button
switchif(
[Order Mechanism] = Task,
switchif(
[Advanced Mode],
openrow(thisRow, Tasks, "Right"),
openrow(thisRow, [Task Layout (Basic)], "Right")
),
[Order Mechanism] = Production,
switchif(
[Advanced Mode],
openrow(thisRow, [Production Dashboard], "Right"),
openrow(thisRow, [Workstation Dashboard], "Right")
),
switchif(
[Advanced Mode],
openrow(thisRow, Items, "Right"),
openrow(thisRow, [Shopping Cart], "Right")
)
)
Items
Create Order Record
button
runactions(
switchif(
[Project-Specific Cart].IsBlank(),
"",
[Project-Specific Cart]
.[Create Order Record]
),
AddRow(
[Order Line Item Archive],
[Item Image],
[Image (URL)],
[Item Price],
[Total Price],
Person,
user(),
[Order Mechanism],
[Order Mechanism],
Location,
Location,
Supplier,
Supplier,
Status,
switchif(
[Order Mechanism] = Shopping,
Finished,
[Order Mechanism] = Task,
Triggered,
Ordered
),
Item,
Item,
Flag,
Flag,
[Include in Receiving],
switchif(
[Order Mechanism] = Task,
true,
[Receiving Inclusion]
),
Quantity,
[Times Added To Cart] * [Order Qty],
Units,
[Order Units]
),
ModifyRows(
thisRow,
[Times Added To Cart],
0,
[In Cart],
false,
Priority,
Queue,
Flag,
"",
[Date Added to Cart],
""
)
)
Items
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Items
Action
button
switchif(
[Order Mechanism] = Task,
runactions(
[Create Order Record],
[Related Items].[Add to Cart]
),
[Order Mechanism] = PO,
switchif(
[Order Documents].Status.ListCombine()
.contains(
[PO Created]
),
openrow(
[Order Documents]
.filter(
Status = [PO Created]
)
.MaxBy(
[Created on]
),
[Order Documents],
"Right"
),
openrow(
addrow(
[Order Documents],
Status,
[PO Created],
[Payment Terms],
Supplier.[External Suppliers]
.[Payment Terms],
[Shipping Terms],
Supplier.[External Suppliers]
.[Shipping Terms],
[Line Items],
[Shopping Cart]
.filter(
Supplier = Supplier and
[Order Mechanism] = PO
),
[PO Created Date],
today(),
Supplier,
Supplier,
Project,
switchif(
[Project-Specific Cart].IsNotBlank(),
[Project-Specific Cart]
.Project
.ListCombine(),
""
)
),
[Order Documents],
"Right"
)
),
[Order Mechanism] = Online,
switchif(
[In Cart] = false,
runactions(
[Shopping Cart]
.filter(
currentvalue.Supplier = Supplier and
[Order Mechanism] = Online and
[In Cart] = false
)
.[Open Link],
modifyrows(
[Shopping Cart]
.filter(
currentvalue.Supplier = Supplier and
[Order Mechanism] = Online and
[In Cart] = false
),
[In Cart],
true
)
),
[In Cart] = true,
[Create Order Record]
),
[Order Mechanism] = Email,
switchif(
[Email Queue].IsNotBlank(),
openrow(
[Email Queue].ListCombine().first(), [Email Queue], "Right"
),
openrow(
AddRow(
[Email Queue],
[Due Date],
switchif(
Trigger = Immediately,
now(),
Trigger = [End of Day],
today(),
switchif(
today().WeekdayName() = "Monday",
today() + 3,
today().WeekdayName() = "Tuesday",
today() + 2,
today().WeekdayName() = "Wednesday",
today() + 1,
today()
)
),
Supplier,
Supplier,
Complete,
"false",
Subject,
switchif(
[Order Mechanism] = Email,
Subject,
""
),
Body,
switchif(
[Order Mechanism] != Email,
"",
thisTable
.filter(
Supplier = Supplier and
[To Order] != 0 and
[To Order].IsNotBlank() and
[Order Mechanism] = Email
)
.foreach(
concatenate(
"Qty: ",
CurrentValue.[To Order],
" ",
[Order Units],
" ",
CurrentValue.[Item Name],
" ",
switchif(
[Include Order Description],
CurrentValue.[Order Description],
""
),
switchif(
[Include Taxable Status],
concatenate(
Character(13),
switchif(
currentvalue.Taxable, "Taxable", "Tax-Exempt"
)
),
""
)
)
)
.BulletedList()
.withname(
[item list],
concatenate(
_color("#000000", [item list]),
character(13),
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
)
)
.withname(
orderitems,
format(
Body,
Supplier.[External Suppliers]
.[Primary Contact]
.split(
" "
)
.first(),
orderitems,
[Company Name],
[Company Address]
)
)
),
Owner,
user(),
Items,
[Shopping Cart]
.Filter(
Supplier = Supplier and
[To Order].IsNotBlank() and
[Order Mechanism] = Email
)
.Item
.ListCombine(),
[Order Quantity],
[Shopping Cart]
.filter(
currentvalue.Supplier = Supplier and
[Order Mechanism] = Email
)
.[To Order]
.listcombine()
),
[Email Queue],
"right"
)
),
[Order Mechanism] = Production and Priority != [In Process],
modifyrows(thisRow, Priority, [In Process]),
[Order Mechanism] = Production,
[Create Order Record],
[Order Mechanism] = Shopping,
openrow(
Modals.filter(Name = "Shopping List"),
Modals,
"Right"
)
)
Items
Order Description
text
Items
Remove From Cart
button
switchif(
[Order Mechanism] = Production and
Priority = [In Process],
ModifyRows(thisRow, Priority, Next),
runactions(
DeleteRows([Project-Specific Cart]),
ModifyRows(
thisRow,
[Times Added To Cart],
0,
[In Cart],
false
)
)
)
Items
Order Timeline
lookup
[Order Line Item Archive].Filter(Item.Contains(thisRow))
Order Line Item Archive
Items
Date Added to Cart
date
Items
Email Queue
lookup
[Email Queue].Filter(Items.Contains(thisRow))
Email Queue
Items
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Items
Open Link
button
OpenWindow(switchif([Use Secondary Supplier] and [URL 2].IsNotBlank(),[URL 2],[Use Secondary Supplier]=false and [URL 1].IsNotBlank(),[URL 1],[Use Secondary Supplier],[Secondary Supplier].Website, [Primary Supplier].Website))
Items
Times Added To Cart
number
Items
Card Size
lookup
Formats by Size
Items
Total Price
currency
[Unit Price]*[Order Qty]
Items
Receiving Inclusion
checkbox
Items
Unit Price
currency
Items
Color ID
number
Color.[Color ID].ListCombine()
Items
Color
lookup
switchif(
[Order Mechanism] = Task and Department.IsBlank(),
[Dark Gray],
[Shade Item Names],
[Color Options]
.filter(
Color
.contains(
switchif(
[Color Code Items By] = [Order Cadence],
Trigger.Color.Color,
[Color Code Items By] = [Order Mechanism],
[Order Mechanism].Color
.Color,
[Color Code Items By] = [Storage Location],
[Internal Supplier].Color
.Color,
[Color Code Items By] = [Item Type],
[Item Type].Color.Color
.listcombine(),
[Color Code Items By] = [Item Sub-Type],
[Sub-Type].Color
.Color,
[Color Code Items By] = Department,
Department.Color.Color
.listcombine(),
[Color Code Items By] = [Order Origin],
[Order Origin].Color.Color
.listcombine(),
[Color Code Items By] = Component,
Components.Color.Color
.listcombine(),
[Color Code Items By] = [Use Case],
[Use Case].Color.Color
.listcombine()
)
) and
Shade
.contains(
switchif(
[Shade Items By] = [Order Cadence],
Trigger.Color.Shade,
[Shade Items By] = [Order Mechanism],
[Order Mechanism].Color
.Shade,
[Shade Items By] = [Storage Location],
[Internal Supplier].Color
.Shade,
[Shade Items By] = [Item Type],
[Item Type].Color.Shade
.listcombine(),
[Shade Items By] = [Item Sub-Type],
[Sub-Type].Color
.Shade
.listcombine(),
[Shade Items By] = Department,
Department.Color.Shade
.listcombine(),
[Shade Items By] = [Use Case],
[Use Case].Color.Shade
.listcombine(),
[Shade Items By] = [Order Origin],
[Order Origin].Color.Shade
.listcombine(),
[Shade Items By] = Component,
Components.Color.Shade
.listcombine()
)
)
),
switchif(
[Color Code Items By] = [Order Cadence],
Trigger.Color,
[Color Code Items By] = [Order Mechanism],
[Order Mechanism].Color,
[Color Code Items By] = [Storage Location],
[Internal Supplier].Color,
[Color Code Items By] = [Item Type],
[Item Type].Color,
[Color Code Items By] = [Item Sub-Type],
[Sub-Type].Color,
[Color Code Items By] = [Use Case],
[Use Case].Color,
[Color Code Items By] = Component,
Components.Color,
[Color Code Items By] = Department,
Department.Color,
[Color Code Items By] = [Order Origin],
switchif(
[Order Mechanism] = Task,
[Color Options]
.filter(
Color =
[Order Origin].Color.Color and
Shade = Dark
),
[Order Mechanism] = Production,
[Color Options]
.filter(
Color =
[Order Origin].Color.Color and
Shade =
switchif(
[To Order] = 0 or Priority.contains(Backburner, Queue),
[ ],
Priority.contains(Next),
Light,
Priority.contains([In Process]),
Dark
)
),
[Color Options]
.filter(
Color =
[Order Origin].Color.Color and
Shade = Light
)
)
)
)
.first()
Color Options
Items
Item Type
lookup
Item Type
Items
Sub-Type
lookup
Item Sub-Type
Items
Card Format
text
switchif(
[Item Name].IsBlank(),
"",
format(
switchif(
[Image (URL)].IsBlank(),
[Card Size].[Alternate Template],
[Card Size].Template
),
_color([Medium Hex], [Item Name]),
switchif(
[Order Mechanism] = Production,
[Internal Supplier].ToText(),
Supplier.ToText()
),
switchif(
[Sub-Location].IsNotBlank(),
Concatenate(Location, " - ", [Sub-Location])
.ToText(),
Location.ToText()
),
concatenate([Min Qty], " ", [Min. Units].trim()),
concatenate([Order Qty], " ", [Order Units]).trim(),
[Database Link],
[Image (URL)]
.image(
0,
switchif([Card Size] = [3.5" x 2"], 175, 350),
"Image",
"Auto",
false
),
switchif(
[Card Sub-Heading] = Notes,
Notes,
[Card Sub-Heading] = SKU,
SKU,
[Card Sub-Heading] = Products,
Products
),
Department.totext(),
switchif(
[Include Colored Border on Cards] = false,
"",
[Order Mechanism] = Task,
concatenate(
Department.Color
.[Short Rectangle]
.image(),
[Short Rectangle].image(),
Department.Color
.[Short Rectangle]
.image()
),
[Color Options]
.filter(
Color = Color.Color and
Shade =
switchif(
[Order Mechanism] = Production,
[ ],
Color.Shade
)
)
.Rectangle
.image()
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Supplier"
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
switchif(
[Order Mechanism] = Task,
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
"#000000"
),
"Trigger"
),
""
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Location"
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Finish Criteria"
),
Trigger.totext(),
[Finish Criteria].totext(),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Person"
),
Person.totext(),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Department"
),
switchif([Inlcude Barcode], Barcode.image(0,100), "")
)
)
Items
Department
lookup
Departments
Items
Unique ID
text
concatenate([Unique Identifier] ,[Item Number])
Items
Row URL
link
ObjectLink(thisRow)
Items
QR Code URL
link
concatenate("https://link.arda.cards/",[Unique Identifier],"/",[Unique ID]).totext()
Items
Order Origin
lookup
switchif(
Name = "Project Start",
[Order Origin]
.filter(
[Order Mechanism] = Task
),
Name = "Target Completion Date",
[Order Origin]
.filter(
[Order Mechanism] = Task
),
[Order Mechanism].isblank(),
"",
[Order Mechanism].contains(Task, Production),
[Order Origin]
.filter(
Department = Department
),
[Order Origin]
.filter(
[Order Mechanism] = [Order Mechanism]
)
)
Order Origin
Items
Secondary Supplier
lookup
External Suppliers
Items
Primary Supplier
lookup
External Suppliers
Items
Use Secondary Supplier
checkbox
Items
Switch Suppliers
button
modifyrows(thisRow,[Use Secondary Supplier],switchif([Use Secondary Supplier],false,true ))
Items
Order Groups
lookup
[Order Groups].Filter(Items.Contains(thisRow))
Order Groups
Items
Delete
button
runactions(
modifyrows(
thisRow,
[Unit Price],
"",
Notes,
"",
Name,
"",
[Depends On],
"",
[Max Time],
"",
[Avg. Time],
"",
[Min Qty],
"",
[Email Queue],
"",
[Finish Criteria],
"",
[Relative Days to Trigger],
"",
[Order Qty],
"",
[URL 1],
"",
[Internal Supplier],
"",
Location,
"",
Trigger,
"",
[URL 2],
"",
[Secondary Supplier],
"",
[Primary Supplier],
"",
[Production Batch],
"",
Products,
"",
Components,
"",
[Upload Image],
"",
[Date Added to Cart],
"",
[Relative Days to Trigger],
"",
[Finish Criteria],
"",
Taxable,
"",
[Order Mechanism],
"",
Person,
"",
[Item Type],
"",
[Sub-Type],
"",
[Times Added To Cart],
0,
[Order Units],
"",
[Min. Units],
"",
Priority,
Queue,
[Receiving Inclusion],
false,
[In Cart],
false,
[Card Size],
[3” x 5”],
[Label Size],
[3.5" x 2"],
SKU,
"",
Select,
false,
[Depends On],
"",
Dependents,
"",
Department,
"",
Barcode,
"",
[Image (URL)],
"",
[Use Secondary Supplier],
false,
Printed,
false
)
)
Items
Actions
text
concatenate(
button(
Print,
"",
switchif(Printed, "Blue", "Yellow"),
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-paper", "print")
),
" ",
switchif(
[Order Mechanism] = Task,
"",
button(
[Print Label/Breadcrumb],
"",
"Purple",
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-money", "feed-paper")
)
),
switchif([Order Mechanism] = Task, "", " "),
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
switchif(
[Order Mechanism] = Task,
[Create Order Record],
[Add to Cart]
),
"",
"Green",
switchif(
[Order Mechanism] = Task,
"",
[Order Qty].IsBlank(),
"+Qty",
[To Order] = 0 or [To Order].IsBlank(),
"",
[To Order]
),
"",
false,
"Small",
switchif(
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Task,
"lightning-bolt",
"add-shopping-cart"
)
)
)
Items
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Items
Calculate Lead Times
button
ModifyRows(thisRow,[Avg. Duration],[Calculated Avg. Lead Time],[Max Duration],[Order Timeline].filter(Status=Received).[Lead Time].max().roundup(0) )
Items
Order Price
currency
[Unit Price]*[To Order]
Items
Duplicate
button
openrow(
ModifyRows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
_color(
"#000000", Concatenate("Copy of ", [Item Name])
),
[Primary Supplier],
[Primary Supplier],
Printed,
false,
[Receiving Inclusion],
[Receiving Inclusion],
[Secondary Supplier],
[Secondary Supplier],
Notes,
Notes,
[Image (URL)],
[Image (URL)],
[Order Mechanism],
[Order Mechanism],
[Finish Criteria],
[Finish Criteria],
[Relative Days to Trigger],
[Relative Days to Trigger],
Department,
Department,
[Card Size],
[Card Size],
[Internal Supplier],
[Internal Supplier],
[URL 1],
[URL 1],
Components,
Components,
[Label Size],
[Label Size],
Products,
Products,
[URL 2],
[URL 2],
Location,
Location,
Trigger,
Trigger,
[Order Description],
[Order Description],
[Min Qty],
[Min Qty],
[Min. Units],
[Min. Units],
[Order Units],
[Order Units],
[Order Qty],
[Order Qty],
[Item Type],
[Item Type],
[Unit Price],
[Unit Price],
[Sub-Type],
[Sub-Type]
),
Items,
"Right"
)
Items
Calculated Avg. Lead Time
duration
Items
Order Documents
lookup
[Order Documents].Filter([Line Items].Contains(thisRow))
Order Documents
Items
Components
lookup
Components
Items
Add To Project
button
ModifyRows(
[Order Line Item Archive]
.Project,
Items,
listcombine(
[Order Line Item Archive]
.Project
.Items,
Item
)
.filter(
CurrentValue.IsNotBlank() and [Order Mechanism]!=Task
)
)
Items
Project Actions
text
Concatenate(
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From BOM],
"",
"Red",
"",
"",
false,
"Small",
"clear-symbol"
),
" ",
button(
[Add To Project],
"",
switchif(
[Order Line Item Archive]
.Project
.Items
.ListCombine()
.contains(
Item
),
"Yellow",
"Green"
),
[Order Line Item Archive].Project.Items.ListCombine().countif(CurrentValue=Item ).withname(count,switchif(count=0,"",count)),
"",
false,
"Small",
"add-database"
)
)
Items
Priority
lookup
Priority
Items
Production Batch
lookup
Production Batch
Items
Print Label/Breadcrumb
button
switchif(Select,[Bulk Print Labels], openrow(thisRow,[Label View],"Right"))
Items
Label Size
lookup
Formats by Size
Items
Label Format
text
switchif(
[Item Name].IsBlank(),
"",
format(
switchif(
[Image (URL)].IsBlank(),
[Label Size].[Alternate Template],
[Label Size].Template
),
//1//
_color(
[Medium Hex], [Item Name]
),
//2//
_color(
switchif(
[Color Code Title Text],
Color.[Text Color],
"#000000"
),
Location.ToText()
),
//3//
switchif(
[Sub-Location].IsNotBlank(),
Concatenate(Location, " - ", [Sub-Location])
.ToText(),
Location.ToText()
),
//4//
concatenate(
[Min Qty], " ", [Min. Units].trim()
),
//5//
switchif(
[Order Units].IsBlank(),
[Order Qty],
concatenate([Order Qty], " ", [Order Units])
)
.trim(),
//6//
[Database Link],
//7//
[Image (URL)]
.image(
0, 200, "Image", "Auto", false
),
//8//
Notes,
//9//
_color(
switchif(
[Color Code Title Text],
Department.Color.[Text Color],
"#000000"
),
Department.ToText()
),
//10//
switchif(
[Include Colored Border on Cards],
Color.[Light Rectangle],
""
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Location"
),
_color(
switchif(
[Color Code Title Text],
Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
)
)
)
Items
Sub-Location
lookup
Sub-Locations
Items
Products
lookup
Products
Items
Depends On
lookup
Items
Items
Surplus
lookup
switchif([Min Qty]=0, [Order Line Item Archive].filter(Item=thisRow and Project=""),"")
Order Line Item Archive
Items
Remove From BOM
button
ModifyRows([Order Line Item Archive] .Project.ListCombine().first(),Items,Modals.filter(Name="Configure BOM").[Order Line Item Archive].Project.Items.filter(CurrentValue!=thisRow and CurrentValue.IsNotBlank()).ListCombine())
Items
Dependents
lookup
Items.Filter([Depends On].Contains(thisRow))
Items
Items
Sequence
number
switchif([Depends On].IsBlank(),1,[Depends On].Sequence.max()+1)
Items
Projects
lookup
Projects.Filter(Items.Contains(thisRow))
Projects
Items
Related SOPs
lookup
SOPs.Filter(Item.Contains(thisRow))
SOPs
Items
Relative Days to Trigger
duration
Items
Finish Criteria
lookup
Finished
Items
Create/Open SOP
button
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
)
.WithName(
target,
runactions(
ModifyRows(
thisRow,
SOP,
ModifyRows(
target,
[SOP Type],
switchif([Order Mechanism] = Task, Task, Item),
Item,
thisRow,
Name,
Concatenate(Name, " SOP"),
Department,
Department,
Location,
Location,
Product,
Products,
Components,
Components
)
),
switchif(
[Order Mechanism] = Task,
openrow(target, [SOPs Task View], "Right"),
openrow(target, [SOPs Item View], "Right")
)
)
)
Items
More Actions
text
concatenate(
button(
[Calculate Lead Times],
"",
"Purple",
switchif(
[Calculated Avg. Lead Time].IsBlank(),
"",
[Calculated Avg. Lead Time].split("days").first()
.trim()
.ToNumber()
),
"",
false,
"Small",
"alarm-clock"
),
" ",
button(
Duplicate,
"",
"Pink",
"",
"",
false,
"Small",
"copy"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
Items
Project-Specific Cart
lookup
[Build-Specific Cart Line Items].Filter(Item.Contains(thisRow))
Build-Specific Cart Line Items
Items
Related Items
lookup
Items
Items
To Order Quantity
text
Concatenate([To Order],switchif([Order Units].IsBlank(),"",Concatenate(" ",[Order Units])))
Items
Workstation Dashboard
button
openrow([Internal Supplier],Locations,"Right")
Items
Cart Duration
duration
max( [Date Added to Cart]-today(),[Project-Specific Cart].[Cart Duration]).todays()
Items
Use Surplus
button
switchif(Surplus.IsNotBlank(), runactions(modifyrows(Surplus.first(),Project,[Project-Specific Cart].first().Project),DeleteRows([Project-Specific Cart].first())),"")
Items
Use Case
lookup
Use Case
Items
Avg. Price
currency
foreach([Order Timeline],CurrentValue.[Total Cost]/CurrentValue.Quantity).ListCombine().average()
Order Line Item Archive
Item
lookup
Items
Order Line Item Archive
Quantity
number
Order Line Item Archive
Notes
text
Order Line Item Archive
Created Date
dateTime
thisRow.created().DateTimeTruncate("hour")
Order Line Item Archive
Supplier
lookup
Master Suppliers
Order Line Item Archive
Lead Time
duration
Order Line Item Archive
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Order Line Item Archive
Receipt Image
image
Order Line Item Archive
Units
text
Order Line Item Archive
Item Price
currency
Order Line Item Archive
Received/Completion Date
dateTime
Order Line Item Archive
Advance
button
runactions(
switchif(
[Order Mechanism] = Task and [Finish Criteria Met],
modifyrows(thisRow, Status, Finished),
//if true//
or(
[Advanced Mode] = false, Finish = [On Completion]
) and
[Order Mechanism] = Task,
//do this//
modifyrows(
thisRow,
Status,
switchif(
Status = [Not Triggered],
Triggered,
Status = Upcoming,
Started,
Status = Triggered,
Started,
Status.contains(Started, Due, Delayed),
Finished
)
),
//if true//
Finish = [External Items Ordered],
//do this//
switchif(
Project.isnotblank() and Project.Finalized and
[Shopping Cart].Projects.ListCombine()
.contains(
Project
),
runactions(
modifyrows(thisRow, Status, Started),
ModifyRows(
[Project Cart], [Order Line Item Archive], thisRow
),
OpenRow([Project Cart], Modals, "Right")
),
Project.IsNotBlank() and Project.Finalized = false,
Project.[Add To Project],
Project.IsNotBlank() and Project.Finalized and
[Shopping Cart].listcombine().contains(Project)
.not() or
Project.isblank(),
modifyrows(thisRow, Status, Finished)
),
//if true//
Finish.contains([BOM Finalized]) and
Project.Finalized = false,
//do this//
runactions(
ModifyRows(
[Configure BOM], [Order Line Item Archive], thisRow
),
openrow([Configure BOM], Modals, "Right"),
Project.[Add To Project],
modifyrows(thisRow, Status, Started)
),
//if true//
Finish = [Link Opened] and
[Link Opened] = false,
//do this//
runactions(
OpenWindow(Link),
modifyrows(
thisRow,
[Link Opened],
true,
Status,
Started
)
),
//if true//
Finish = [BOM Finalized] and
Project.Finalized,
//do this//
ModifyRows(thisRow, Status, Finished),
//if true//
Finish = [External Items Received] and
or(
Project.Orders.Status
.ListCombine()
.unique()
.filter(
CurrentValue.IsNotBlank()
)
.ContainsOnly(
Finished
),
Project.Orders.listcombine()
.filter(
CurrentValue.IsNotBlank()
)
.IsBlank()
),
//do this//
ModifyRows(
thisRow, Status, Finished
),
//if true//
Finish = [Production Completed],
//do this//
switchif(
Project.Items.[Order Mechanism].ListCombine()
.unique()
.contains(
Production
)
.not(),
ModifyRows(thisRow, Status, Finished),
Project.Items.listcombine()
.filter(
[Order Mechanism] = Production
)
.Priority
.contains(
[In Process]
) or
[Build-Specific Cart Line Items]
.filter(
Project = Project and
[Order Mechanism] =
Production
)
.ListCombine()
.IsBlank(),
runactions(
openrow(
modifyrows(
[Project Production],
[Order Line Item Archive],
thisRow
),
Modals,
"Right"
),
modifyrows(thisRow, Status, Started)
),
[Finish Criteria Met],
ModifyRows(thisRow, Status, Finished),
openrow(
modifyrows(
[Project Production],
[Order Line Item Archive],
thisRow
),
Modals,
"Right"
)
),
//if true//
Finish = [External Items Received] AND
Status
.Contains(
[Not Triggered], Triggered, Upcoming, Started
),
//do this//
runactions(
ModifyRows(thisRow, Status, Started),
ModifyRows(
[Project Orders], [Order Line Item Archive], thisRow
),
openrow([Project Orders], Modals, "Right")
)
),
switchif(
[Order Mechanism] != Task,
ModifyRows(
thisRow,
Status,
switchif(
Status = Ordered and
[Order Mechanism] = Production,
Finished,
Status = Ordered,
Shipped,
Status
.contains(
Shipped,
[Ready for Pick-Up],
[Received w/Issues],
[Partially Shipped],
[Partially Received]
),
Finished,
Status = Delayed,
Finished,
Status.IsBlank(),
Ordered
)
)
),
_delay(
runactions(
switchif(
[Received/Completion Date].IsNotBlank() and
Status.IsBlank(),
ModifyRows(thisRow, Status, Finished),
""
),
switchif(
[Order Mechanism] = Task and Status = Finished,
runactions(
switchif(
Dependents.Trigger.listcombine()
.contains(
[Dependency Completed]
),
modifyrows(
Dependents
.filter(
Trigger = [Dependency Completed] and
Status
.contains(
Upcoming, [Not Triggered]
)
),
Status,
Triggered
),
""
),
switchif(
[Received/Completion Date].IsBlank() and
[Actual Start].IsBlank(),
modifyrows(
thisRow,
[Actual Start],
now(),
[Received/Completion Date],
now()
),
[Received/Completion Date].IsBlank(),
modifyrows(
thisRow, [Received/Completion Date], now()
),
""
)
),
Status = Started and [Actual Start].IsBlank(),
modifyrows(thisRow, [Actual Start], now())
)
),
1500
)
)
Order Line Item Archive
Item Image
image
Order Line Item Archive
Record Issue
button
runactions(ModifyRows(thisRow,Status,[Received w/Issues],[Actual Completion Date],now()), OpenRow(thisRow, viewOrLayout: [Receiving Workflow], viewMode: "right"))
Order Line Item Archive
Status
lookup
Order Status
Order Line Item Archive
Shipper
lookup
Shipping Providers
Order Line Item Archive
Shipment Activity
text
SwitchIf(
[Tracking Number].IsBlank(),
"",
Shipper.contains(UPS),
UPSTrack([Tracking Number]).Status,
Shipper.Contains(FedEx),
FedExtrack([Tracking Number]).Status.Description,
Shipper.contains(USPS),
USPStrack([Tracking Number]).Status,
""
)
Order Line Item Archive
Tracking Number
text
Order Line Item Archive
Estimated Delivery
date
SwitchIf([Tracking Number].IsNotBlank(),[Created Date]+Item.[Avg. Time],
Shipper.contains(UPS), UPSTrack([Tracking Number]).DeliveryTimeWindowEnd,
Shipper.contains(FedEx), FedExtrack([Tracking Number]).EstimatedDeliveryTime,
Shipper.contains(USPS),USPStrack([Tracking Number]).ExpectedDeliveryDate, "")
Order Line Item Archive
Delivered
date
SwitchIf([Tracking Number].IsBlank(),"",
Shipper.contains(UPS), UPSTrack([Tracking Number]).DeliveryDate,
Shipper.contains(FedEx), FedExtrack([Tracking Number]).TimeDelivered,
Shipper.contains(USPS),USPStrack([Tracking Number]).TimeDelivered, "")
Order Line Item Archive
Contact Information
text
Concatenate(
switchif(
Supplier.[External Suppliers].[Primary Contact].IsNotBlank(),
concatenate(
Supplier.[External Suppliers].[Primary Contact]._bold(),
Character(13)
)
),
switchif(
Supplier.[External Suppliers].[Primary Contact Phone]
.IsNotBlank(),
concatenate(
Supplier.[External Suppliers].[Primary Contact Phone],
character(13)
)
),
switchif(
Supplier.[External Suppliers].[Primary Contact Email]
.IsNotBlank(),
Supplier.[External Suppliers].[Primary Contact Email].ToText(),
""
)
)
Order Line Item Archive
Email Supplier
button
switchif(
Status.contains([Received w/Issues]),
[Report Issue],
Order.Status.ListCombine()
.contains(
[Partially Received]
) and
Status.Contains(Finished, [Received w/Issues]).not(),
[Report Missing],
[Request Update]
)
.withname(
template,
OPENROW(
AddRow(
[Email Queue],
Supplier,
Supplier,
Complete,
false,
Owner,
user(),
Subject,
template.Subject,
Body,
switchif(
template = [Report Issue],
thisRow,
thisTable
.filter(
Supplier = Supplier and
Status != Finished and
[Include in Receiving] = true and
Order = Order
)
)
.foreach(
concatenate(
"Qty: ",
CurrentValue.Quantity,
" ",
currentvalue.Units,
" ",
CurrentValue.Item.totext(),
" ",
switchif(
[Include Order Description],
CurrentValue.Item
.[Order Description],
""
),
switchif(
[Include Taxable Status],
concatenate(
Character(13),
switchif(
currentvalue.Item.Taxable,
"Taxable",
"Tax-Exempt"
)
),
""
)
)
)
.BulletedList()
.withname(
[item list],
concatenate(
[item list],
character(13),
switchif(
template = [Report Issue],
Notes,
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
)
)
)
.withname(
orderitems,
format(
template.Body,
Supplier
.[External Suppliers]
.[Primary Contact]
.split(
" "
)
.listcombine()
.first(),
[Created Date].totext(),
orderitems
)
)
),
[Email Queue],
"right"
)
)
Order Line Item Archive
Include in Receiving
checkbox
Order Line Item Archive
Order Quantity
text
Concatenate(Quantity," ",Units)
Order Line Item Archive
Order
lookup
[Order Archive].Filter([Line Items].Contains(thisRow))
Order Archive
Order Line Item Archive
Line Items from Order
lookup
Order Line Item Archive
Order Line Item Archive
Create Order
button
runactions(AddRow([Order Archive], [Line Items], [Line Items from Order]),ModifyRows([Line Items from Order],[Order Archive],[Order Archive]))
Order Line Item Archive
Color
lookup
switchif(
[Order Mechanism] != Task,
Status.Color,
[Color Options]
.filter(
Color =
Status.Color.Color and
Shade = Dark
)
)
Color Options
Order Line Item Archive
Color ID
number
Color.[Color ID]
Order Line Item Archive
Title
text
_color("#000000", Name)
Order Line Item Archive
Person
person
Order Line Item Archive
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Order Line Item Archive
Order Documents
lookup
[Order Documents].Filter([Order Line Item Archive].Contains(thisRow))
Order Documents
Order Line Item Archive
Project
lookup
Projects.Filter([Items & Tasks].Contains(thisRow))
Projects
Order Line Item Archive
Order Mechanism
lookup
Order Mechanism
Order Line Item Archive
Location
lookup
Locations
Order Line Item Archive
Department
lookup
switchif([Order Mechanism]=Task,Item.Department.ListCombine(), Location.Department.ListCombine())
Departments
Order Line Item Archive
Order Cards
lookup
Order Line Item Archive
Group Items
button
ModifyRows(thisRow, [Line Items from Order], [Order Line Item Archive].filter(Supplier=Supplier and [Order Mechanism]!= Task and [Created Date]=[Created Date] ))
Order Line Item Archive
Time Until Next Order
duration
Order Line Item Archive
Item Name
text
Item.[Item Name].ListCombine()
Order Line Item Archive
Depends On
lookup
Order Line Item Archive
Order Line Item Archive
Target Start
date
Order Line Item Archive
Stage Order
number
Item.Department.Order
Order Line Item Archive
Dependents
lookup
[Order Line Item Archive].Filter([Depends On].Contains(thisRow))
Order Line Item Archive
Order Line Item Archive
Trigger
lookup
Item.Trigger.ListCombine()
Trigger
Order Line Item Archive
Trigger On
date
switchif( Trigger=[Days After Project Start],Project.[Start Date]+ Item.[Relative Days to Trigger].ListCombine().first().todays() .ListCombine(),"")
Order Line Item Archive
Finish
lookup
Item.[Finish Criteria].ListCombine()
Finished
Order Line Item Archive
Depends On End
date
[Depends On].[Target Completion Date].ListCombine().Max()
Order Line Item Archive
Target Completion Date
date
switchif(
Item = [Target Completion Date],
Project.[Target Completion Date],
[Actual Start].IsBlank(),
[Target Start],
[Actual Start]
) +
switchif([Target Duration].IsBlank(), 0, [Target Duration])
Order Line Item Archive
Target Duration
duration
Order Line Item Archive
Update Time
button
runactions(
Project.Tasks
.[Find Dependencies],
switchif(
Trigger = [Days Before Dependent],
runactions(
Dependents.[Update Time]
),
""
),
ModifyRows(
thisRow,
[Target Start],
switchif(
Item.Trigger = [Project Start],
Project.[Start Date],
Trigger.contains([Days After Project Start]),
[Trigger On],
Trigger = [Dependency Completed],
[Depends On End],
Item = [Target Completion Date],
Project.[Target Completion Date],
Project.[Start Date]
)
),
switchif(
Dependents.Trigger.ListCombine()
.contains(
[Days After Project Start]
),
foreach(
[Depends On],
switchif(
CurrentValue.Trigger
.contains(
[Days After Project Start]
),
CurrentValue
.WithName(
task,
ModifyRows(
task,
[Target Start],
task.Dependents
.[Target Start] -
task.Item
.[Relative Days to Trigger]
)
),
""
)
),
""
),
switchif(
Dependents.isblank(),
"",
Dependents.[Update Time]
)
)
Order Line Item Archive
Actual Start
date
Order Line Item Archive
Components
lookup
Components
Order Line Item Archive
Find Dependencies
button
runactions(
ModifyRows(
thisRow,
[Depends On],
switchif(
Item = [Target Completion Date],
[Order Line Item Archive]
.filter(
Project = Project
)
.maxby(
[Depends On End]
),
thisTable
.filter(
Item.[Depends On].ListCombine()
.contains(
CurrentValue.Item
) and
Project = Project and
Item.[Order Mechanism] = Task
)
)
)
)
Order Line Item Archive
Finish Criteria Met
checkbox
switchif(
//criteria//
[Order Mechanism] = Task and Status = Started and
Finish = [External Items Received] and
Project.IsNotBlank(),
//status//
[Order Line Item Archive]
.filter(
Project = Project and
[Order Mechanism] != Task
)
.Status
.ListCombine()
.Unique()
.containsonly(
Finished
),
//criteria//
[Order Mechanism] = Task and
Finish = [On Completion] and
Status = Started,
//status//
true,
//criteria//
Finish = [Link Opened] and
[Order Mechanism] = Task and
[Link Opened] = false,
//status//
false,
//criteria//
Finish = [Link Opened] and
[Order Mechanism] = Task and
[Link Opened] = true,
//status//
true,
//criteria//
[Order Mechanism] != Task or
Finish.contains([On Completion]),
//status//
true,
//criteria//
[Order Mechanism] = Task and
Finish = [BOM Finalized] and
[Order Line Item Archive]
.Project
.Finalized =
false,
//status//
false,
//criteria//
[Order Mechanism] = Task and
Finish = [BOM Finalized] and
[Order Line Item Archive]
.Project
.Finalized =
true,
//status//
true,
//criteria//
Project.IsBlank() and
Item.[Related Items].IsNotBlank() and
[Order Line Item Archive]
.filter(
[Created Date] >=
[Created Date]
)
.Item
.ListCombine()
.containsall(
Item.[Related Items].ListCombine()
),
//status//
true,
//criteria//
Project.Finalized = true and
Project.[Build-Specific Cart Line Items]
.IsBlank(),
//status//
true,
//criteria//
Project.IsBlank(),
//status//
false,
//criteria//
Finish = [Production Completed],
//status//
switchif(
[Build-Specific Cart Line Items]
.filter(
Project = Project and
[Order Mechanism] =
Production
)
.ListCombine()
.filter(
currentvalue.IsNotBlank()
)
.count() =
0,
true,
false
),
//criteria//
Finish = [External Items Received],
//status//
switchif(
Project.IsBlank() and
Item.[Related Items].IsNotBlank() and
[Order Line Item Archive]
.filter(
[Created Date] >=
[Created Date]
)
.Item
.ListCombine()
.containsall(
Item.[Related Items].ListCombine()
) and
foreach(
Item.[Related Items].listcombine(),
[Order Line Item Archive]
.filter(
[Created Date] >=
[Created Date] and
Item = CurrentValue
)
.Status
.ListCombine()
.contains(
Finished
)
)
.ListCombine()
.unique()
.containsonly(
true
),
true,
Project.Orders.listcombine().IsBlank() or
Project.Orders
.Status
.ListCombine()
.Unique()
.filter(
CurrentValue.IsNotBlank()
)
.ContainsOnly(
Finished
)
)
)
Order Line Item Archive
Start Criteria Met
checkbox
switchif([Order Mechanism]!=Task,true,
Trigger = [Dependency Completed],
[Depends On].Status.ListCombine()
.Unique() =
Finished,
Trigger = [Days After Project Start],
[Trigger On]<=today(),
true
)
Order Line Item Archive
Delete
button
DeleteRows(thisRow)
Order Line Item Archive
Edit
button
switchif(Item.[Order Mechanism]=Task, OpenRow(thisRow,[Project Tasks],"Right"),openrow(thisRow,[Order Line Item Archive],"Right"))
Order Line Item Archive
Item Text
text
Order Line Item Archive
Icon
text
switchif(
Status = Finished,
"checkmark",
or(
and(
Finish = [BOM Finalized] and
Project.Finalized
),
and(
Finish = [External Items Ordered],
Project.[Build-Specific Cart Line Items]
.ListCombine()
.IsBlank()
),
and(
[Order Mechanism] = Task,
[Finish Criteria Met],
Status = Started
)
),
"finish-flag",
Finish = [Production Completed] and
[Finish Criteria Met] = false,
"gears",
Finish = [External Items Ordered],
"add-shopping-cart",
Finish = [Link Opened] and [Link Opened] = false,
"external-link-squared",
Finish = [BOM Finalized] and
Project.Finalized = false,
"add-database",
[Order Mechanism] = Task and
Status
.contains(
[Not Triggered], Upcoming, Triggered
),
"arrow",
[Order Mechanism] != Production and
Status = Ordered,
"truck",
[Order Mechanism]!=Production and Status
.contains(
Shipped,
[Partially Shipped],
[Partially Received],
[Received w/Issues],
Delayed
) or
and(
Status = Ordered,
[Order Mechanism] = Production
) or and(
Finish = [External Items Received] ,
[Finish Criteria Met] = false),
"sell"
)
Order Line Item Archive
Flag
reaction
Order Line Item Archive
Row URL
text
ObjectLink(thisRow)
Order Line Item Archive
QR Code
text
Order Line Item Archive
Print
button
runactions(switchif([QR Code].IsBlank(),[Generate QR Code],"")
,
OpenRow(thisRow, [Received Today], "Right")
)
Order Line Item Archive
Print Format
text
format(
[Print Size].Template,
_color("#000000", Name),
"",
Project.[Target Completion Date].totext(),
"",
"",
[QR Code].image(175, 175),
Project.Product.totext(),
"",
Project.[Start Date].ToText(),
concatenate(
Department.Color
.[Short Rectangle]
.image(),
Project.Product.Color
.[Short Rectangle]
.image(),
Department.Color
.[Short Rectangle]
.image()
),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Start Date"
),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Target End Date"
),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Department"
),
Department.ToText(),
Department.ToText(),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Person"
),Department.totext(),
Person.totext()
)
Order Line Item Archive
Generate QR Code
button
ModifyRows(
thisRow,
[QR Code],
BarcodeQR([Row URL], "white", "black")
)
Order Line Item Archive
Print Size
lookup
Formats by Size
Order Line Item Archive
Additional Cost
currency
Order Line Item Archive
Total Cost
currency
[Item Price]+[Additional Cost]
Order Line Item Archive
Link
link
Item.[URL 1].listcombine().totext().trim()
Order Line Item Archive
Link Opened
checkbox
Order Line Item Archive
Open Link
button
OpenWindow(Link)
Order Line Item Archive
Average Cost
currency
[Order Line Item Archive].filter(Item=Item).[Total Cost].listcombine().average()
Order Line Item Archive
Price Deviation
percent
([Average Cost]-[Total Cost])/[Average Cost]
Locations
Department
lookup
Departments
Locations
Color
lookup
Department.Color
Color Options
Locations
Color ID
text
Color.[Color ID].ListCombine()
Locations
Sub-Locations
lookup
[Sub-Locations].Filter(Location.Contains(thisRow))
Sub-Locations
Locations
ID
text
RowId(thisRow)
Locations
Edit
button
OpenRow(thisRow,Locations,"Right")
Locations
Create/Open SOP
button
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
)
.WithName(
target,
runactions(
ModifyRows(
thisRow,
SOP,
ModifyRows(
target,
[SOP Type],
[Location/Equipment],
Name,
Concatenate(Name, " SOP"),
Department,
Department,
Location,
thisRow
)
),
openrow(target, [SOPs Location View], "Right")
)
)
Locations
Delete
button
runactions(DeleteRows(SOPs.filter([SOP Type]=[Location/Equipment] and Location.contains(thisRow) )), DeleteRows(thisRow))
Locations
Actions
text
Concatenate(button([Create/Open SOP],"","Blue","","",false,"Small","assignment-turned-in")," ",button(Edit,"","Orange","","",false,"Small","pencil")," ",button(Delete,"","Red","","",false,"Small","trash"))
Locations
Related SOPs
lookup
SOPs.Filter(Location.Contains(thisRow))
SOPs
Locations
Department Text
text
Department.Department
Locations
Production Queue
lookup
Items
.Filter(
[Internal Supplier].Contains(thisRow) and
[To Order] != 0 and
[To Order].IsNotBlank()
)
Items
Locations
Internal Receiving
lookup
[Order Line Item Archive].Filter(Location.Contains(thisRow) and Status!=Finished and [Order Mechanism]=Production)
Order Line Item Archive
Company Information
Company Name
text
Company Information
Primary Contact
text
Company Information
Company Address
canvas
Company Information
Primary Contact Phone Number
text
Company Information
Primary Contact Email
email
Company Information
Logo
image
Company Information
Short Company Description
text
Company Information
Unique Identifier
text
Company Information
Customer Support URl
link
External Suppliers
Supplier
lookup
thisTable.filter([Supplier Name]=[Supplier Name])
External Suppliers
External Suppliers
Notes
canvas
External Suppliers
Zip Code
text
External Suppliers
Address
text
External Suppliers
Website
link
External Suppliers
Primary Contact
text
External Suppliers
Email Queue
lookup
[Email Queue].Filter(Supplier.Contains(thisRow))
Email Queue
External Suppliers
CityState
text
External Suppliers
Vendor Number & Additional Info
text
External Suppliers
Edit
button
OpenRow(thisRow, viewOrLayout: [Master Suppliers], viewMode: "right")
External Suppliers
Primary Contact Email
email
External Suppliers
Primary Contact Phone
text
External Suppliers
Secondary Contact
text
External Suppliers
Secondary Contact Email
email
External Suppliers
Secondary Contact Phone
text
External Suppliers
Items
lookup
Items.Filter([Primary Supplier].Contains(thisRow))
Items
External Suppliers
Order Mechanism
lookup
Items.[Order Mechanism].ListCombine().Unique().first()
Order Mechanism
External Suppliers
Color
lookup
[Order Mechanism].Color
Color Options
External Suppliers
Color ID
text
Color.[Color ID].ListCombine()
External Suppliers
Supplier Name
text
External Suppliers
Related SOPs
lookup
SOPs.Filter([External Supplier].Contains(thisRow))
SOPs
External Suppliers
SOP
lookup
SOPs
External Suppliers
Username
text
External Suppliers
Password
text
External Suppliers
Create/Open SOP
button
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
)
.WithName(
target,
runactions(
ModifyRows(thisRow, SOP, target),
ModifyRows(
target,
[SOP Type],
Supplier,
[External Supplier],
thisRow,
Item,
Items,
Name,
Concatenate([Supplier Name], " SOP")
),
openrow(target, [SOPs Supplier View], "Right")
)
)
External Suppliers
Delete
button
runactions(switchif(Items.IsBlank(),"",
ModifyRows(
Items, [Primary Supplier], "", [URL 1], ""
)),
DeleteRows(thisRow)
)
External Suppliers
Order Minimum
currency
External Suppliers
Payment Terms
lookup
Payment Terms
External Suppliers
Shipping Terms
lookup
Shipping Terms
Email Queue
Task Name
text
Concatenate("Order from ", Supplier.totext()," - ",[Due Date])
Email Queue
Contact
text
switchif(
[Use Secondary Contact],
Concatenate(
Supplier.[External Suppliers]
.[Secondary Contact]._bold(),
" - ",
Supplier.[External Suppliers]
.[Secondary Contact Email]
),
Concatenate(
Supplier.[External Suppliers]
.[Primary Contact]._bold(),
" - ",
Supplier.[External Suppliers]
.[Primary Contact Email]
)
).ToText()
Email Queue
Due Date
date
Email Queue
Supplier
lookup
Master Suppliers
Email Queue
Complete
checkbox
Email Queue
Recipient Emai
email
switchif([Use Secondary Contact],Supplier.[External Suppliers].[Secondary Contact Email],Supplier.[External Suppliers]. [Primary Contact Email] )
Email Queue
Alternate Recipient Email Address
email
Email Queue
Finish/Send Email
button
runactions(
OpenWindow(ObjectLink([Shopping Cart])),
switchif(
[Order Documents].IsNotBlank(),
ModifyRows(
[Order Documents], Status, Ordered
),
""
),
switchif(
Outlook,
AddRow(
[Outlook Emails],
Subject,
Subject,
Body,
Body,
[CC Email Addresses],
[CC Email Address],
Recipient,
[Recipient Emai]
),
GmailSendEmail(
[User's private Gmail account],
[Recipient Emai],
Subject,
Body,
[CC Email Address]
)
),
ModifyRows(thisRow, Complete, true),
[Shopping Cart]
.filter(
Items.ListCombine()
.contains(
currentvalue.Item
)
)
.[Create Order Record],
Delete
)
Email Queue
Task Finished Time
dateTime
Complete.Modified()
Email Queue
CC Email Address
email
Email Queue
Items
lookup
Items
Email Queue
Order Quantity
text
Email Queue
Use Secondary Contact
checkbox
Email Queue
Delete
button
DeleteRows(thisRow)
Email Queue
Send To Myself
button
switchif(
Outlook,
AddRow(
[Outlook Emails],
Subject,
Subject,
Body,
Body,
[CC Email Addresses],
[CC Email Address],
Recipient,
user().Email
),
GmailSendEmail(
[User's private Gmail account],
user().Email,
Subject,
Body,
cc: [CC Email Address]
)
)
Email Queue
Projects
lookup
Projects.Filter([Email Queue].Contains(thisRow))
Projects
Email Queue
Order Documents
lookup
Order Documents
Format Templates
Handle
text
Format Templates
Template
canvas
Email Templates
Name
text
Email Templates
Subject
canvas
Email Templates
Body
canvas
Email Templates
Master Tasks - Sales
lookup
[Campaign Email Tasks].Filter(Template.Contains(thisRow)).Unique()
Email Templates
Campaign Stages
lookup
[Campaign Timeline].Filter(Template.Contains(thisRow))
Email Templates
Campaign Type
lookup
[Marketing Campaigns].Type.Unique()
Email Templates
Step
number
[Campaign Timeline].Filter([Campaign Stages].Contains(Name)).Step.unique().max()
Email Templates
Character Count
text
length(Body)
Order Mechanism
Order Mechanism
text
Order Mechanism
Color
lookup
Color Options
Order Mechanism
Color ID
number
Color.[Color ID].ListCombine()
Departments
Department
text
Departments
Color
lookup
Color Options
Departments
Color ID
number
Color.[Color ID]
Departments
Locations
lookup
Locations.Filter(Department.Contains(thisRow))
Locations
Departments
ID
text
RowId(thisRow)*100
Departments
SOP
lookup
SOPs
Departments
Edit
button
openrow(thisRow,Departments,"Right")
Departments
Related SOPs
lookup
SOPs.Filter(Department.Contains(thisRow))
SOPs
Departments
Create/Open SOP
button
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
)
.WithName(
target,
runactions(
ModifyRows(
thisRow,
SOP,
ModifyRows(
target,
[SOP Type],
Department,
Item,
thisRow,
Name,
Concatenate(Department, " SOP"),
Department,
Department,
Location,
Locations
)
),
openrow(target, [SOPs Department View], "Right")
)
)
Departments
Delete
button
runactions(DeleteRows([Sub-Locations].Filter(Locations.listcombine().contains(CurrentValue.Location))), deleterows(Locations),switchif(SOP.IsBlank(),"", DeleteRows(SOP)),DeleteRows(thisRow))
Departments
Actions
text
Concatenate(
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
Departments
Order
number
switchif(Tasks.[Depends On].IsBlank(),1, Tasks.[Depends On].Sequence.ListCombine().max()+1)
Departments
Tasks
lookup
Items.Filter(Department.Contains(thisRow) and [Order Mechanism]=Task)
Items
Shopping Cart
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Shopping Cart
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Shopping Cart
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Shopping Cart
Order Units
text
Shopping Cart
Order Description
text
Shopping Cart
Unit Price
currency
Shopping Cart
Order Price
currency
[Unit Price]*[To Order]
Shopping Cart
Trigger
lookup
Trigger
Shopping Cart
Projects
lookup
Projects.Filter(Items.Contains(thisRow))
Projects
Shopping Cart
Receiving Inclusion
checkbox
Shopping Cart
Taxable
checkbox
Shopping Cart
Flag
reaction
Shopping Cart
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
Shopping Cart
Notes
canvas
Trigger
Task Triggered
text
_color(Color.[Text Color],Name)
Trigger
Color
lookup
Color Options
Trigger
Color ID
text
Color.[Color ID].ListCombine()
Trigger
Order Mechanism
lookup
Order Mechanism
Trigger
Tasks
lookup
Items.filter([Order Mechanism]=Task and Trigger=thisRow)
Items
Trigger
Criteria
checkbox
switchif(
[Task Triggered] = "Mondays",
today().WeekdayName() = "Monday",
[Task Triggered] = "Tuesdays",
today().WeekdayName() = "Tuesday",
[Task Triggered] = "Wednesdays",
today().WeekdayName() = "Wednesday",
[Task Triggered] = "Thursdays",
today().WeekdayName() = "Thursday",
[Task Triggered] = "Fridays",
today().WeekdayName() = "Friday",
[Task Triggered] = "Every Other Monday",
today().WeekdayName() = "Monday" and today().day() < 8 and
or(today().day() > 14 and today().day() < 22),
[Task Triggered] = "1st of Each Month",
today().day() = 1,
[Task Triggered] = "1st of Every Even Month",
today().day() = 1 and today().Month().IsEven(),
[Task Triggered],
Today().day() = 1 and today().month().IsOdd(),
[Task Triggered] = "1st of the Quarter",
today().day() = 1 and
list(1, 3, 6, 9).contains(today().month()),
[Task Triggered] = "1st of the Year",
today().day() = 1 and today().month() = 1,
[Task Triggered] = "1st of the Half",
today().day() = 1 and list(1, 6).contains(today().month())
)
Trigger
Trigger Tasks
button
runactions(Tasks.[Add to Cart])
Trigger
Next Date
date
switchif([Task Triggered].contains("Immediately","End of Day","On Demand","Project Start","Days After Project Start","Dependency Completed"),"",
[Task Triggered] = "1st of The Month",
date(
switchif(
today().month() = 12, today().Year() + 1, today().year()
),
switchif(
today().day() = 1, today().month(), today().month() + 1
),
1
),
[Task Triggered] = "1st of the Year",
switchif(
today().day() = 1 and today().month() = 1,
today(),
date(today().year() + 1, 1, 1)
),
[Task Triggered] = "1st of the Half",
switchif(
today().day() = 1 and list(1, 6).contains(today().month()),
today(),
today().month() < 6,
date(today().year(), 6, 1),
date(today().year() + 1, 1, 1)
),
[Task Triggered] = "1st of the Quarter",
switchif(
today().day() = 1 and
list(1, 3, 6, 9).contains(today().month()),
today(),
today().month() < 3,
date(today().year(), 3, 1),
today().month() < 6,
date(today().year(), 6, 1),
today().month() < 9,
date(today().year(), 9, 1),
date(today().year() + 1, 1, 1)
),
[Task Triggered] = "1st of Every Even Month",
switchif(
today().day() = 1 and today().month().IsEven(),
today(),
date(
switchif(
today().month() = 12, today().year() + 1, today().year()
),
switchif(today().month().IsEven(), today().month() + 2,today().month()+1),
1
)
),
[Task Triggered] = "1st of Every Odd Month",
switchif(
today().day() = 1 and today().month().Isodd(),
today(),
date(
switchif(
today().month() = 11, today().year() + 1, today().year()
),
switchif(today().month().Isodd(), today().month() + 2,today().month()+1),
1
)
),
foreach(
sequence(1, 7),
listcombine(today() + CurrentValue)
.WithName(
day,
day
.Filter(
CurrentValue.WeekdayName().lower() =
Name.lower().left(length(Name) - 1)
)
)
)
.ListCombine()
)
Trigger
Notiy
button
foreach(Tasks, Notify(currentvalue.Person,Concatenate(CurrentValue, " has been triggered." ) ))
Shopping Lists
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
Shopping Lists
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
Shopping Lists
To Order Quantity
text
Concatenate([To Order],switchif([Order Units].IsBlank(),"",Concatenate(" ",[Order Units])))
Shopping Lists
In Cart
checkbox
Bulk Print Layouts
2x2
canvas
Bulk Print Layouts
Print 2 Template
canvas
Bulk Print Layouts
Vertical
canvas
Bulk Print Layouts
2 Columns
canvas
Bulk Print Layouts
3 Columns
canvas
Bulk Print Layouts
4 Columns
canvas
Formats by Size
Size
text
_color(Color.[Text Color], switchif([Metric Mode],[Metric Measurements],[Imperial Measurementss]))
Formats by Size
Input
text
Formats by Size
Color
lookup
Color Options
Formats by Size
Color ID
number
Color.[Color ID].ListCombine()
Formats by Size
Template
canvas
Formats by Size
Alternate Template
canvas
Formats by Size
Print Document Type
lookup
Print Document Type
Formats by Size
Imperial Measurementss
text
Formats by Size
Metric Measurements
text
Outstanding Items
Item
lookup
Items
Outstanding Items
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Outstanding Items
Supplier
lookup
Master Suppliers
Outstanding Items
Contact Information
text
Concatenate(
switchif(
Supplier.[External Suppliers].[Primary Contact].IsNotBlank(),
concatenate(
Supplier.[External Suppliers].[Primary Contact]._bold(),
Character(13)
)
),
switchif(
Supplier.[External Suppliers].[Primary Contact Phone]
.IsNotBlank(),
concatenate(
Supplier.[External Suppliers].[Primary Contact Phone],
character(13)
)
),
switchif(
Supplier.[External Suppliers].[Primary Contact Email]
.IsNotBlank(),
Supplier.[External Suppliers].[Primary Contact Email].ToText(),
""
)
)
Outstanding Items
Lead Time
duration
Outstanding Items
Tracking Number
text
Outstanding Items
Shipper
lookup
Shipping Providers
Outstanding Items
Shipment Activity
text
SwitchIf(
[Tracking Number].IsBlank(),
"",
Shipper.contains(UPS),
UPSTrack([Tracking Number]).Status,
Shipper.Contains(FedEx),
FedExtrack([Tracking Number]).Status.Description,
Shipper.contains(USPS),
USPStrack([Tracking Number]).Status,
""
)
Outstanding Items
Estimated Delivery
date
SwitchIf([Tracking Number].IsNotBlank(),[Created Date]+Item.[Avg. Time],
Shipper.contains(UPS), UPSTrack([Tracking Number]).DeliveryTimeWindowEnd,
Shipper.contains(FedEx), FedExtrack([Tracking Number]).EstimatedDeliveryTime,
Shipper.contains(USPS),USPStrack([Tracking Number]).ExpectedDeliveryDate, "")
Outstanding Items
Delivered
date
SwitchIf([Tracking Number].IsBlank(),"",
Shipper.contains(UPS), UPSTrack([Tracking Number]).DeliveryDate,
Shipper.contains(FedEx), FedExtrack([Tracking Number]).TimeDelivered,
Shipper.contains(USPS),USPStrack([Tracking Number]).TimeDelivered, "")
Outstanding Items
Status
lookup
Order Status
Outstanding Items
Project
lookup
Projects.Filter([Items & Tasks].Contains(thisRow))
Projects
Outstanding Items
Order
lookup
[Order Archive].Filter([Line Items].Contains(thisRow))
Order Archive
Bulk Printing
Bulk Printing
canvas
switchif(
RowId(thisRow) = 1,
concatenate(
switchif(
[Select Bulk Print Card Format] = [1 Column],
[4 Cards (1 Column)]
.filter(
CurrentValue.IsNotBlank()
),
[Select Bulk Print Card Format] = [2 x 2],
[4 Cards (2 Columns)]
.Filter(
CurrentValue.IsNotBlank()
),
[Select Bulk Print Card Format] = [Size Selected],
[1 Card].Filter(CurrentValue.IsNotBlank()),
[Select Bulk Print Card Format] = [2 Columns],
[Grouped Items]
.Filter(
[Groups of 10].IsNotBlank()
)
.[10 Cards]
)
),
rowid(thisRow) = 6,
concatenate(
SwitchIf(
[Select Bulk Print Label Format] = [1 Column],
[Labels 1 Column]
.Filter(
CurrentValue.IsNotBlank()
),
[Select Bulk Print Label Format] = [2 Columns] ,
[Labels 2 Columns]
.Filter(
CurrentValue.IsNotBlank()
),
[Select Bulk Print Label Format] = [4 Columns],
[Labels 4 Columns]
.Filter(
CurrentValue.IsNotBlank()
)
)
.filter(
CurrentValue.IsNotBlank() and
CurrentValue.containstext(" ").not()
)
)
)
Receiving Workflow
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Receiving Workflow
Estimated Delivery
date
SwitchIf([Tracking Number].IsNotBlank(),[Created Date]+Item.[Avg. Time],
Shipper.contains(UPS), UPSTrack([Tracking Number]).DeliveryTimeWindowEnd,
Shipper.contains(FedEx), FedExtrack([Tracking Number]).EstimatedDeliveryTime,
Shipper.contains(USPS),USPStrack([Tracking Number]).ExpectedDeliveryDate, "")
Receiving Workflow
Lead Time
duration
Receiving Workflow
Status
lookup
Order Status
Receiving Workflow
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Order Status
Order Status
text
Order Status
Color
lookup
Color Options
Order Status
Color ID
number
Color.[Color ID]
Order Status
Order Mechanism
lookup
Order Mechanism
Order Status
Order
number
Order Archive
Order Items
lookup
Items
Order Archive
Supplier
lookup
Master Suppliers
Order Archive
Quantities
text
Order Archive
Order Date
date
Order Archive
Line Items
lookup
Order Line Item Archive
Order Archive
Status
lookup
[Line Items].Status.filter(CurrentValue.IsNotBlank()).unique().WithName(statuses,switchif(statuses.ListCombine().contains([Received w/Issues]),[Received w/Issues], statuses.ListCombine().count()>1 and statuses.Contains(Finished,[Received w/Issues],[Partially Received]),[Partially Received],statuses.contains(Shipped) and statuses.contains(Ordered),[Partially Shipped],statuses) )
Order Status
Order Archive
Name
text
_color(Color.[Text Color], Concatenate(Supplier," - ",[Order Date]).ToText())
Order Archive
Receive All
button
RunActions([Line Items].Advance)
Order Archive
Email Supplier
button
RunActions([Line Items].filter(CurrentValue.Status!=Finished).listcombine().unique().first().[Email Supplier])
Order Archive
Price
currency
[Line Items].[Total Cost].listcombine().sum()
Order Archive
Color
lookup
Status.Color.ListCombine()
Color Options
Order Archive
Color ID
number
Color.[Color ID]
Order Archive
TItle
text
_color([Medium Hex], Concatenate(Supplier," - ",[Order Date]).ToText())
Order Archive
Actions
text
switchif(
Status.ContainsOnly(Finished),
"",
concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" ",
button(
[Receive All],
"",
"Green",
"",
"",
false,
"Small",
switchif(Status = Ordered, "truck", "receive-cash")
),
" ",
button(Delete, "", "Red", "", "", false, "Small", "trash")
)
)
Order Archive
Lead Time
duration
switchif([Line Items].[Received/Completion Date].ListCombine().IsBlank(),today()-[Order Date],[Order Date]-[Line Items].[Received/Completion Date].ListCombine().max())
Order Archive
Delete
button
runactions(DeleteRows([Line Items]),DeleteRows(thisRow))
Order Archive
Order
lookup
[Order Archive].filter(CurrentValue=thisRow )
Order Archive
Orders
Name
text
_color(Color.[Text Color], Concatenate(Supplier," - ",[Order Date]).ToText())
Orders
Status
lookup
[Line Items].Status.filter(CurrentValue.IsNotBlank()).unique().WithName(statuses,switchif(statuses.ListCombine().contains([Received w/Issues]),[Received w/Issues], statuses.ListCombine().count()>1 and statuses.Contains(Finished,[Received w/Issues],[Partially Received]),[Partially Received],statuses.contains(Shipped) and statuses.contains(Ordered),[Partially Shipped],statuses) )
Order Status
Orders
Lead Time
duration
switchif([Line Items].[Received/Completion Date].ListCombine().IsBlank(),today()-[Order Date],[Order Date]-[Line Items].[Received/Completion Date].ListCombine().max())
Orders
Actions
text
switchif(
Status.ContainsOnly(Finished),
"",
concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" ",
button(
[Receive All],
"",
"Green",
"",
"",
false,
"Small",
switchif(Status = Ordered, "truck", "receive-cash")
),
" ",
button(Delete, "", "Red", "", "", false, "Small", "trash")
)
)
Color Options
Name
text
_color([Text Color] ,Concatenate(Shade," ",Color).ToText()).trim()
Color Options
Color
lookup
Colors
Color Options
Shade
lookup
Shade
Color Options
Color ID
number
switchif([Dark Mode],[Night ID],[Day ID])
Color Options
Text Color
text
switchif([Dark Mode] and [Night ID] > 24, "#000000", [Dark Mode] and [Night ID]>8,"#FFFFFF",[Dark Mode],Color.[Light Hex], Shade.contains(Light,[ ]),Color.[Dark Hex], Color.[Light Hex])
Color Options
Rectangle
canvas
image(SVG)
Color Options
Raw SVG
canvas
Color Options
SVG
text
Concatenate(
"data:image/svg+xml,",[Raw SVG]
.RegexReplace("\n|\t", "").Split("").FormulaMap(
CurrentValue.Switch(
" ", "%20",
"<", "%3C",
">", "%3E",
"#", "%23",
CurrentValue
)
)
)
Color Options
Night ID
number
Color Options
Day ID
number
Color Options
Light Rectangle
canvas
image([Light SVG])
Color Options
Light Raw SVG
canvas
Color Options
Light SVG
text
Concatenate(
"data:image/svg+xml,",[Light Raw SVG]
.RegexReplace("\n|\t", "").Split("").FormulaMap(
CurrentValue.Switch(
" ", "%20",
"<", "%3C",
">", "%3E",
"#", "%23",
CurrentValue
)
)
)
Color Options
Short Rectangle
canvas
image([Short SVG])
Color Options
Short Raw SVG
canvas
Color Options
Short SVG
text
Concatenate(
"data:image/svg+xml,",[Short Raw SVG]
.RegexReplace("\n|\t", "").Split("").FormulaMap(
CurrentValue.Switch(
" ", "%20",
"<", "%3C",
">", "%3E",
"#", "%23",
CurrentValue
)
)
)
Color Coding Options
Color Coding Option
text
Color Coding Options
Table
text
Item Type
Color
lookup
Color Options
Item Type
Item Sub-Type
lookup
[Item Sub-Type].Filter([Item Type].Contains(thisRow))
Item Sub-Type
Item Type
Color ID
text
Color.[Color ID].ListCombine()
Item Sub-Type
Item Sub-Type
text
Item Sub-Type
Item Type
lookup
Item Type
Item Sub-Type
Notes
canvas
Item Sub-Type
Color
lookup
[Item Type].Color
Color Options
Item Sub-Type
Color ID
text
Color.[Color ID].ListCombine()
Received Today
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Received Today
Status
lookup
Order Status
Received Today
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Grouped Items
Sequence of 4
text
Grouped Items
Groups of 4
lookup
foreach([Sequence of 4].listcombine(),Items.filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Items
Grouped Items
4 Cards (2 Columns)
canvas
concatenate(
[Groups of 4].nth(1)
.WithName(
first,
switchif(
[Groups of 4].count() = 1,
Items.filter(Name.IsBlank()).last(),
[Groups of 4].nth(2)
)
.WithName(
second,
switchif(
[Groups of 4].count() < 3,
Items.filter(Name.IsBlank()).last(),
[Groups of 4].nth(3)
)
.WithName(
third,
switchif(
[Groups of 4].count() < 4,
Items.filter(Name.IsBlank()).last(),
[Groups of 4].nth(4)
)
.WithName(
fourth,
format(
[2x2],
_color("#000000", first.[Item Name]),
switchif(
first.[Order Mechanism] = Production,
first.[Internal Supplier].ToText(),
first.Supplier.ToText()
),
switchif(
first.[Sub-Location].IsNotBlank(),
Concatenate(
first.Location, " - ", first.[Sub-Location]
)
.ToText(),
first.Location.ToText()
),
concatenate(
first.[Min Qty], " ", first.[Min. Units].trim()
),
switchif(
first.[Order Units].IsBlank(),
first.[Order Qty],
concatenate(
first.[Order Qty], " ", first.[Order Units]
)
)
.trim(),
first.[Database Link]
.image(
75, 75, "Image", "Auto", false
),
first.[Image (URL)].image(0, 300),
concatenate(
switchif(
[Include Colored Border on Cards],
first.Color.Rectangle,
character(13),
"",
first.Notes
)
),
first.Notes,
switchif(
second.[Order Mechanism] = Production,
second.[Internal Supplier].ToText(),
second.Supplier.ToText()
),
switchif(
second.[Sub-Location].IsNotBlank(),
Concatenate(
second.Location, " - ", second.[Sub-Location]
)
.ToText(),
second.Location.ToText()
),
concatenate(
second.[Min Qty],
" ",
second.[Min. Units].trim()
),
switchif(
second.[Order Units].IsBlank(),
second.[Order Qty],
concatenate(
second.[Order Qty], " ", second.[Order Units]
)
)
.trim(),
second.[Database Link]
.image(
75, 75, "Image", "Auto", false
),
second.Notes,
second.[Image (URL)].image(0, 300),
_color("#000000", second.[Item Name]),
concatenate(
switchif(
[Include Colored Border on Cards],
second.Color.Rectangle,
character(13),
"",
second.Notes
)
),
_color("#000000", third.[Item Name]),
concatenate(
switchif(
[Include Colored Border on Cards],
third.Color.Rectangle,
character(13),
"",
third.Notes
)
),
switchif(
third.[Order Mechanism] = Production,
third.[Internal Supplier].ToText(),
third.Supplier.ToText()
),
concatenate(
third.[Min Qty], " ", third.[Min. Units].trim()
),
third.[Database Link]
.image(
75, 75, "Image", "Auto", false
),
switchif(
third.[Sub-Location].IsNotBlank(),
Concatenate(
third.Location, " - ", third.[Sub-Location]
)
.ToText(),
third.Location.ToText()
),
switchif(
third.[Order Units].IsBlank(),
third.[Order Qty],
concatenate(
third.[Order Qty], " ", third.[Order Units]
)
)
.trim(),
third.Notes,
third.[Image (URL)].image(0, 300),
_color("#000000", fourth.[Item Name]),
concatenate(
switchif(
[Include Colored Border on Cards],
fourth.Color.Rectangle,
character(13),
"",
fourth.Notes
)
),
switchif(
fourth.[Order Mechanism] = Production,
fourth.[Internal Supplier].ToText(),
fourth.Supplier.ToText()
),
switchif(
fourth.[Sub-Location].IsNotBlank(),
Concatenate(
fourth.Location, " - ", fourth.[Sub-Location]
)
.ToText(),
fourth.Location.ToText()
),
concatenate(
fourth.[Min Qty],
" ",
fourth.[Min. Units].trim()
),
switchif(
fourth.[Order Units].IsBlank(),
fourth.[Order Qty],
concatenate(
fourth.[Order Qty], " ", fourth.[Order Units]
)
)
.trim(),
fourth.[Database Link]
.image(
75, 75, "Image", "Auto", false
),
fourth.Notes,
fourth.[Image (URL)].image(0, 200),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
)
)
)
)
)
),
character(13)
)
Grouped Items
Sequence of 2
text
Grouped Items
Groups of 2
lookup
foreach([Sequence of 2].listcombine(),Items.filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Items
Grouped Items
2 Cards
canvas
concatenate(
[Groups of 2].nth(1)
.WithName(
first,
switchif(
[Groups of 2].count() = 1,
Items.first(),
[Groups of 2].nth(2)
)
.WithName(
second,
format(
[Print 2 Template],
_color(
first.Color.Color,
switchif(
[Include Colored Border on Cards],
concatenate(
first.Color.Rectangle,
character(13),
first.[Item Name]
),
first.[Item Name]
)
),
switchif(
first.[Order Mechanism] = Production,
first.[Internal Supplier].ToText(),
first.Supplier.ToText()
),
switchif(
first.[Sub-Location].IsNotBlank(),
Concatenate(
first.Location, " - ", first.[Sub-Location]
)
.ToText(),
first.Location.ToText()
),
concatenate(
first.[Min Qty], " ", first.[Min. Units].trim()
),
switchif(
first.[Order Units].IsBlank(),
first.[Order Qty],
concatenate(
first.[Order Qty], " ", first.[Order Units]
)
)
.trim(),
first.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
first.[Image (URL)].image(0, 200),
concatenate(
switchif(
[Include Colored Border on Cards],
first.Color.Rectangle,
character(13),
"",
first.Notes
)
),
"",
switchif(
second.[Order Mechanism] = Production,
second.[Internal Supplier].ToText(),
second.Supplier.ToText()
),
switchif(
second.[Sub-Location].IsNotBlank(),
Concatenate(
second.Location, " - ", second.[Sub-Location]
)
.ToText(),
second.Location.ToText()
),
concatenate(
second.[Min Qty],
" ",
second.[Min. Units].trim()
),
switchif(
second.[Order Units].IsBlank(),
second.[Order Qty],
concatenate(
second.[Order Qty], " ", second.[Order Units]
)
)
.trim(),
second.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
"",
second.[Image (URL)].image(0, 200),
_color(
second.Color.Color,
switchif(
[Include Colored Border on Cards],
concatenate(
second.Color.Rectangle,
character(13),
second.[Item Name]
),
second.[Item Name]
)
),
concatenate(
switchif(
[Include Colored Border on Cards],
second.Color.Rectangle,
character(13),
"",
second.Notes
)
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
)
)
)
),
character(13),
character(13)
)
Grouped Items
4 Cards (1 Column)
canvas
concatenate(
[Groups of 4].nth(1)
.WithName(
first,
switchif(
[Groups of 4].count() = 1,
Items.first(),
[Groups of 4].nth(2)
)
.WithName(
second,
switchif(
[Groups of 4].count() < 3,
Items.first(),
[Groups of 4].nth(3)
)
.WithName(
third,
switchif(
[Groups of 4].count() < 4,
Items.first(),
[Groups of 4].nth(4)
)
.WithName(
fourth,
format(
Vertical,
switchif(
[Include Colored Border on Cards],
concatenate(
first.Color.Rectangle,
character(13),
_color("#000000", first.[Item Name])
),
_color("#000000", first.[Item Name])
),
switchif(
first.[Order Mechanism] = Production,
first.[Internal Supplier].ToText(),
first.Supplier.ToText()
),
switchif(
first.[Sub-Location].IsNotBlank(),
Concatenate(
first.Location, " - ", first.[Sub-Location]
)
.ToText(),
first.Location.ToText()
),
concatenate(
first.[Min Qty], " ", first.[Min. Units].trim()
),
switchif(
first.[Order Units].IsBlank(),
first.[Order Qty],
concatenate(
first.[Order Qty], " ", first.[Order Units]
)
)
.trim(),
first.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
first.[Image (URL)].image(0, 200),
concatenate(
switchif(
[Include Colored Border on Cards],
first.Color.Rectangle,
character(13),
"",
first.Notes
)
),
"",
switchif(
second.[Order Mechanism] = Production,
second.[Internal Supplier].ToText(),
second.Supplier.ToText()
),
switchif(
second.[Sub-Location].IsNotBlank(),
Concatenate(
second.Location, " - ", second.[Sub-Location]
)
.ToText(),
second.Location.ToText()
),
concatenate(
second.[Min Qty],
" ",
second.[Min. Units].trim()
),
switchif(
second.[Order Units].IsBlank(),
second.[Order Qty],
concatenate(
second.[Order Qty], " ", second.[Order Units]
)
)
.trim(),
second.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
"",
second.[Image (URL)].image(0, 200),
switchif(
[Include Colored Border on Cards],
concatenate(
second.Color.Rectangle,
character(13),
_color("#000000", second.[Item Name])
),
_color("#000000", second.[Item Name])
),
concatenate(
switchif(
[Include Colored Border on Cards],
second.Color.Rectangle,
character(13),
"",
second.Notes
)
),
switchif(
[Include Colored Border on Cards],
concatenate(
third.Color.Rectangle,
character(13),
_color("#000000", third.[Item Name])
),
_color("#000000", third.[Item Name])
),
concatenate(
switchif(
[Include Colored Border on Cards],
third.Color.Rectangle,
character(13),
"",
third.Notes
)
),
switchif(
third.[Order Mechanism] = Production,
third.[Internal Supplier].ToText(),
third.Supplier.ToText()
),
concatenate(
third.[Min Qty], " ", third.[Min. Units].trim()
),
third.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
switchif(
third.[Sub-Location].IsNotBlank(),
Concatenate(
third.Location, " - ", third.[Sub-Location]
)
.ToText(),
third.Location.ToText()
),
switchif(
third.[Order Units].IsBlank(),
third.[Order Qty],
concatenate(
third.[Order Qty], " ", third.[Order Units]
)
)
.trim(),
"",
third.[Image (URL)].image(0, 200),
switchif(
[Include Colored Border on Cards],
concatenate(
fourth.Color.Rectangle,
character(13),
_color("#000000", fourth.[Item Name])
),
_color("#000000", fourth.[Item Name])
),
concatenate(
switchif(
[Include Colored Border on Cards],
fourth.Color.Rectangle,
character(13),
"",
fourth.Notes
)
),
switchif(
fourth.[Order Mechanism] = Production,
fourth.[Internal Supplier].ToText(),
fourth.Supplier.ToText()
),
switchif(
fourth.[Sub-Location].IsNotBlank(),
Concatenate(
fourth.Location, " - ", fourth.[Sub-Location]
)
.ToText(),
fourth.Location.ToText()
),
concatenate(
fourth.[Min Qty],
" ",
fourth.[Min. Units].trim()
),
switchif(
fourth.[Order Units].IsBlank(),
fourth.[Order Qty],
concatenate(
fourth.[Order Qty], " ", fourth.[Order Units]
)
)
.trim(),
fourth.[Database Link]
.image(
200, 200, "Image", "Auto", false
),
"",
fourth.[Image (URL)].image(0, 200),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
first.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
second.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
third.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
fourth.Color.Color.[Medium Hex],
[Light Hex]
),
"Order Qty."
)
)
)
)
)
),
character(13)
)
Grouped Items
Groups of 1
lookup
foreach([Sequence of 1].listcombine(),Items.filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Items
Grouped Items
Sequence of 1
text
RowId(thisRow)
Grouped Items
1 Card
canvas
concatenate(
format(
[Groups of 1].[Card Size]
.Template,
switchif(
[Include Colored Border on Cards],
concatenate(
[Groups of 1].Color.Rectangle,
character(13)
._color(
switchif(
[Color Code Title Text],
[Groups of 1].Color.Color
.[Medium Hex],
[Medium Hex]
),
[Groups of 1].[Item Name]
)
),
_color(
[Light Hex], [Groups of 1].[Item Name]
)
),
switchif(
[Groups of 1].[Order Mechanism] = Production,
[Groups of 1].[Internal Supplier].ToText(),
[Groups of 1].Supplier.ToText()
),
switchif(
[Groups of 1].[Sub-Location].IsNotBlank(),
Concatenate(
[Groups of 1].Location,
" - ",
[Groups of 1].[Sub-Location]
)
.ToText(),
[Groups of 1].Location.ToText()
),
concatenate(
[Groups of 1].[Min Qty],
" ",
[Groups of 1].[Min. Units].trim()
),
switchif(
[Groups of 1].[Order Units].IsBlank(),
[Groups of 1].[Order Qty],
concatenate(
[Groups of 1].[Order Qty],
" ",
[Groups of 1].[Order Units]
)
)
.trim(),
[Groups of 1].[Database Link],
[Groups of 1].[Image (URL)]
.image(
0, 200, "Image", "Auto", false
),
[Groups of 1].Notes,
"",
switchif(
[Include Colored Border on Cards],
[Groups of 1].Color.Rectangle,
""
),
_color(
switchif(
[Color Code Title Text],
[Groups of 1].Color.Color
.[Medium Hex],
[Light Hex]
),
"Order From"
),
_color(
switchif(
[Color Code Title Text],
[Groups of 1].Color.Color
.[Medium Hex],
[Light Hex]
),
"Minimum"
),
"",
_color(
switchif(
[Color Code Title Text],
[Groups of 1].Color.Color
.[Medium Hex],
[Light Hex]
),
"Deliver To"
),
_color(
switchif(
[Color Code Title Text],
[Groups of 1].Color.Color
.[Medium Hex],
[Light Hex]
),
"Order Qty."
)
),
character(13),
character(13)
)
Grouped Items
Sequence of 10
text
Grouped Items
Groups of 10
lookup
foreach([Sequence of 10].listcombine(),Items.filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Items
Grouped Items
10 Cards
canvas
Grouped Items
Labels 2 Columns
canvas
Grouped Items
Labels 1 Column
canvas
concatenate([Groups of 1].listcombine().[Label Format],character(13))
Grouped Items
Groups of 3
lookup
foreach([Sequence of 3].listcombine(),Items.filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Items
Grouped Items
Sequence of 3
text
Grouped Items
Labels 4 Columns
canvas
Grouped Items
PFEP Groups of 1
lookup
[Order Cards].filter(Select).nth([Sequence of 1])
Grouped Items
PFEP Groups of 2
lookup
foreach([Sequence of 2].listcombine(),[Order Cards].filter(Select).listcombine().nth(CurrentValue)).Filter(CurrentValue.IsNotBlank())
Order Origin
Input
text
ListCombine(Departments,[Order Mechanism] ).nth(RowId(thisRow)).totext()
Order Origin
Department
lookup
switchif(Input.isblank(),"",Departments.filter(CurrentValue.totext().containstext(Input)))
Departments
Order Origin
Order Mechanism
lookup
switchif(Input.isblank(),"",[Order Mechanism].filter(CurrentValue.totext().containstext(Input)))
Order Mechanism
Order Origin
Order Origin
text
_color(Color.[Text Color],Input )
Order Origin
Color
lookup
switchif(
Input.IsBlank(),
"",
Department.IsBlank(),
[Order Mechanism].Color,
Department.Color
)
Color Options
Order Origin
Color ID
text
Color.[Color ID].ListCombine()
Shipping Providers
Shipper
text
_color(Color.[Text Color],Input )
Shipping Providers
Color
lookup
Color Options
Shipping Providers
Color ID
number
Color.[Color ID].ListCombine()
Shipping Providers
Input
text
Order Groups
Order Group
text
Order Groups
Items
lookup
Items
Order Groups
Add To Cart
button
RunActions(Items.[Add to Cart])
Order Groups
Delete Group
button
DeleteRows(thisRow)
New External Item
Enter Item Name
text
New External Item
Triggered
lookup
Trigger
New External Item
Primary Supplier
lookup
External Suppliers
New External Item
Notes
canvas
New External Item
Order Description
text
New External Item
Internal Supplier
lookup
Locations
New External Item
Min Qty
number
New External Item
Order Qty
number
New External Item
Location
lookup
Locations
New External Item
Link
link
New External Item
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New External Item
Order Mechanism
lookup
Order Mechanism
New External Item
Created Order Card
lookup
Items
New External Item
Min Units
text
New External Item
Order Units
text
New External Item
Type
lookup
Item Type
New External Item
Sub-Type
lookup
Item Sub-Type
New External Item
Order Card Size
lookup
Formats by Size
New External Item
Saved
checkbox
New External Item
Delete
button
DeleteRows(thisRow)
New External Item
Image URL
image
New External Item
Image
image
New External Item
Unit Price
currency
New External Item
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New External Item
Production Priority
lookup
Priority
New External Item
Production Batch
lookup
Production Batch
New External Item
Secondary Supplier
lookup
External Suppliers
New External Item
Secondary URL
link
New External Item
Label Size
lookup
Formats by Size
New External Item
SKU
text
New External Item
Sub-Location
lookup
Sub-Locations
New External Item
Create
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],File,File,
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Use Case],
[Use Case],
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
DeleteRows(thisRow)
)
New External Item
Component
lookup
Components
New External Item
Varaint
lookup
New External Item
Depends On
lookup
Items
New External Item
Previous Draft
button
thisTable.filter(Created(CurrentValue) < created(thisRow))
.MaxBy(
created(CurrentValue)
)
.WithName(
previous,
switchif(
previous.[Order Mechanism] = Production,
switchif(
[Advanced Mode],
openrow(previous, [New Internal Item], "Right"),
openrow(previous, [New Internal Item (Basic)], "Right")
),
previous.[Order Mechanism] = Task,
switchif(
[Advanced Mode],
openrow(previous, [New Task], "Right"),
openrow(previous, [New Task (Basic)], "Right")
),
switchif(
[Advanced Mode],
openrow(previous, [New External Item], "Right"),
openrow(previous, [New External Item (Basic)], "Right")
)
)
)
New External Item
Next Draft
button
thisTable.filter(Created(CurrentValue) > created(thisRow))
.minBy(
created(CurrentValue)
)
.WithName(
next,
switchif(
next.[Order Mechanism] = Production,
switchif(
[Advanced Mode],
openrow(next, [New Internal Item], "Right"),
openrow(next, [New Internal Item (Basic)], "Right")
),
next.[Order Mechanism] = Task,
switchif(
[Advanced Mode],
openrow(next, [New Task], "Right"),
openrow(next, [New Task (Basic)], "Right")
),
switchif(
[Advanced Mode],
openrow(next, [New External Item], "Right"),
openrow(next, [New External Item (Basic)], "Right")
)
)
)
New External Item
Product
lookup
Products
New External Item
Department
lookup
Departments
New External Item
Est. Days To Complete
duration
New External Item
Dependents
lookup
Items
New External Item
Trigger Days After Project Start
duration
New External Item
Finish Criteria
lookup
Finished
New External Item
Person
person
New External Item
Use Case
lookup
Use Case
New External Item
File
attachments
New External Item
Get Amazon Info
button
AmazonToArdaGetAmazonInfo([Kyle Henson], [Amazon URL]).WithName([amazon object],
ModifyRows(thisRow,[Enter Item Name],[amazon object].ItemName,[Unit Price],[amazon object].Price,[Primary Supplier],Amazon,[Order Mechanism],Online,[Order Qty],[amazon object].Quantity,[Order Units],[amazon object].Units,[Image URL],[amazon object].ImageUrl,Link,[amazon object].AmazonUrl ))
New External Item
Amazon URL
link
Usage Statistics
Company Name
text
[Company Name]
Usage Statistics
Items
number
Usage Statistics
Orders
number
Usage Statistics
30-Day Orders
number
Usage Statistics
30-Day Unique Items
number
Usage Statistics
Last Order Date
date
Usage Statistics
Last Item Modified Date
date
Usage Statistics
Master Row URL
link
Usage Statistics
Update
button
[Cross-doc]ModifyRow([User's private Cross-doc account], [Master Row URL], "Company Name", [Company Name], "Items", Items, "Orders", Orders, "30-Day Orders", [30-Day Orders], "30-Day Unique Items", [30-Day Unique Items], "Last Order Date", [Last Order Date], "Last Item Modified Date", [Last Item Modified Date], "Their Row URL", [This Row URL])
Usage Statistics
This Row URL
link
ObjectLink(thisRow)
Usage Statistics
Clean
button
runactions(
DeleteRows(
[External Suppliers]
.filter(
[Supplier Name] != "Amazon"
)
),
DeleteRows([Order Line Item Archive]),
DeleteRows([Item Type]),
DeleteRows([Item Sub-Type]),
DeleteRows([Use Case]),
DeleteRows([Order Archive]),
DeleteRows([New External Item]),
DeleteRows(Projects),
deleterows(Components),
DeleteRows([Component Types]),
DeleteRows([New Project]),
DeleteRows([New SOP]),
DeleteRows([Email Queue]),
DeleteRows(
Departments
.filter(
Department != "Finished" or
Department != "Finishing"
)
),
DeleteRows(Locations),
DeleteRows([Sub-Locations]),
DeleteRows(Products),
DeleteRows(Components),
DeleteRows([Component Types]),
DeleteRows([Production Batch]),
DeleteRows([Order Groups]),
DeleteRows([Email Queue]),
DeleteRows([Order Documents]),
Items.filter(Name.IsNotBlank()).Delete,
Delete,
SetControlValue(Cleaned, true),
Update
)
Order Document Templates
Name
text
Order Document Templates
Template
canvas
Order Document Templates
Column 5
canvas
format(
Template,
Logo.image(70, 0),
Name,
today(),
[Company Name],
Items.Supplier
)
Bulk Print Options
Bulk Print Options
text
Bulk Print Options
Color
lookup
Color Options
Bulk Print Options
Color ID
text
Color.[Color ID].ListCombine()
Bulk Print Options
Print Document Type
lookup
Print Document Type
Order Documents
Name
text
_color(Color.[Text Color], Concatenate(Supplier," - #",[PO Number]).ToText())
Order Documents
Line Items
lookup
Items
Order Documents
Status
lookup
Order Status
Order Documents
PO Created Date
date
Order Documents
PO Number
text
Order Documents
Supplier
lookup
Master Suppliers
Order Documents
PO Download Link
link
Order Documents
Packing List Link
link
Order Documents
Color
lookup
Status.Color.ListCombine()
Color Options
Order Documents
Color ID
number
Color.[Color ID]
Order Documents
Step 4: Create Email
button
switchif(
[Email Draft].isblank(),
runactions(
openrow(
AddRow(
[Email Queue],
Supplier,
Supplier,
[Order Documents],
thisRow,
Complete,
"false",
Subject,
concatenate(
Subject, " PO #", [PO Number]
),
Body,
format(
Body,
Supplier.[External Suppliers]
.[Primary Contact]
.split(
" "
)
.first(),
hyperlink([PO Download Link].totext(), "here")
),
Owner,
user(),
Items,
[Line Items],
[Order Quantity],
[Line Items].[To Order]
),
[Email Queue],
"Right"
)
),
openrow([Email Draft], [Email Queue], "Right")
)
Order Documents
PO
canvas
format(
[Order Document Templates].first()
.Template,
Logo
.image(
75, 0, "logo", "auto", false
),
concatenate(
[Company Name],
" - PO# ",
[PO Number]
),
today(),
[Company Name],
Supplier.totext(),
[Primary Contact],
[Primary Contact Phone Number],
[Primary Contact Email].totext(),
switchif(
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
.IsBlank(),
"",
concatenate(
" - ",
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
)
),
[Company Address],
"",
Supplier.[External Suppliers]
.[Primary Contact],
Supplier.[External Suppliers]
.[Primary Contact Phone],
Supplier.[External Suppliers]
.[Primary Contact Email]
.totext(),
Supplier.[External Suppliers]
.Address,
concatenate(
Supplier.[External Suppliers]
.CityState,
" ",
Supplier.[External Suppliers]
.[Zip Code]
),
[Good Through],
Supplier.[External Suppliers]
.[Vendor Number & Additional Info],
[Payment Terms].totext(),
[Shipping Terms].ToText()
)
Order Documents
Template
lookup
Email Templates
Order Documents
Pricing Overview
canvas
format(
[Order Document Templates].last().Template,
[Line Items].[Order Price].sum(),
[Line Items].[Order Price].sum() *
[Tax Rate],
Shipping,
sum(
[Line Items].[Order Price].sum() +
[Line Items].[Order Price].sum() *
[Tax Rate] +
Shipping
)
)
Order Documents
Tax Rate
percent
Order Documents
Shipping
currency
Order Documents
Print PO
button
openrow(thisRow,[PO View],"Right")
Order Documents
Upload PO
attachments
Order Documents
Order Line Item Archive
lookup
Order Line Item Archive
Order Documents
Use Secondary Contact
checkbox
Order Documents
Email Draft
lookup
[Email Queue].Filter([Order Documents].Contains(thisRow))
Email Queue
Order Documents
Created on
dateTime
thisRow.Created()
Order Documents
Delete
button
DeleteRows(thisRow)
Order Documents
Project
lookup
Projects
Order Documents
Step 3: Create Link
button
ModifyRows(thisRow,[PO Download Link], _Deref_Object(_Merge([Upload PO]), "publicUrl"))
Order Documents
Payment Terms
lookup
Payment Terms
Order Documents
Shipping Terms
lookup
Shipping Terms
Order Documents
Good Through
text
Packing List 2
Item Reference
lookup
[Shopping Cart].filter(Supplier.contains([Select Vendor for Packing List])).[Preceding Items].ListCombine().filter(currentvalue.isnotblank()).unique().Nth(RowId(thisRow))
Items
Packing List 2
Qty.
number
[Item Reference].[Qty. Per Following]
Packing List 2
Unit
text
[Item Reference].[Unit for Following].ListCombine().filter(CurrentValue.IsNotBlank()).first()
Packing List 2
Unit Price
currency
[Item Reference].[Unit Price].ListCombine()
Packing List 2
Total Value
currency
[Qty.]*[Unit Price]
Packing List 2
Quantity
text
Concatenate([Qty.]," ",Unit)
Packing List 2
Description
text
[Item Reference].[Order Description].ListCombine()
Packing List 2
Item Name
text
[Item Reference].Name.ListCombine()
Packing List 2
SKU
text
[Item Reference].SKU.ListCombine()
Bulk Import
Item Name
text
Bulk Import
Image URL
link
Bulk Import
Supplier
lookup
External Suppliers
Bulk Import
Order Qty
number
Bulk Import
Min Qty
number
Bulk Import
Extracted Hyperlink
link
RegexExtract(_Merge(URL) + "", '(?<="url":").*?(?=")').First()
Bulk Import
Import
button
runactions(
modifyrows(
Items.filter(Name.IsBlank())
.MinBy(
[Item Number]
),
[Item Name],
[Item Name],
SKU,
[SKU #],
[Image (URL)],
[Image URL],
[Internal Supplier],
[Storage Location],
Location,
[Deliver To],
[Min. Units],
[Min Units],
[Order Units],
[Order Units],
[URL 1],
[Extracted Hyperlink],
Trigger,
[Order Cadence],
[Avg. Time],
[Lead Time],
[Unit Price],
[Unit Price],
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
[Min Qty],
[Min Qty],
[Order Qty],
[Order Qty],
[Primary Supplier],
switchif(
Supplier.Supplier.IsBlank(),
AddRow(
[External Suppliers],
[Supplier Name],
Supplier.totext()
),
Supplier
)
),
DeleteRows(thisRow),
switchif(
[Bulk Import].count() = 1, AddRow([Bulk Import]), ""
)
)
Bulk Import
Order Mechanism
lookup
Order Mechanism
Bulk Import
Storage Location
lookup
Locations
Bulk Import
Deliver To
lookup
Locations
Bulk Import
Min Units
text
Bulk Import
Order Units
text
Bulk Import
Order Cadence
lookup
Trigger
Bulk Import
Unit Price
currency
Bulk Import
Lead Time
duration
Projects
Title
text
_color(
Color.[Text Color],
[Contact Name]
)
Projects
Contact Name
text
Projects
Phone Number
text
Projects
Email Address
email
Projects
Product
lookup
Products
Projects
Items
lookup
Items
Projects
Items & Tasks
lookup
Order Line Item Archive
Projects
Target Completion Date
date
Projects
Completion Date
date
Projects
Color
lookup
switchif(
[Current Task].IsBlank(),
[Dark Green],
[Current Task].Item =
[Target Completion Date],
[Light Green],
[Current Task].Status
.Color
)
Color Options
Projects
Color ID
number
Color.[Color ID]
Projects
Item Total
currency
Items.[Total Price].ListCombine().sum()
Projects
Add To Project
button
runactions(ModifyRows(Modals.filter(Name="Configure BOM"),[Order Line Item Archive],[Items & Tasks].listcombine().first()), openrow(Modals.filter(Name="Configure BOM"),Modals,"Right"))
Projects
Open
button
switchif([Advanced Mode],
openrow(thisRow,Projects,"Right"),openrow(thisRow,[Projects (Simple View)],"Right"))
Projects
Finalized
checkbox
Projects
Delete
button
runactions(
deleterows(
[Build-Specific Cart Line Items]
.filter(
Project = thisRow
)
),
DeleteRows(
[Order Line Item Archive]
.filter(
Project = thisRow and
[Order Mechanism] = Task
)
),
ModifyRows(
[Order Line Item Archive]
.filter(
Project = thisRow
),
Project,
""
),
DeleteRows(thisRow)
)
Projects
Actions
text
Concatenate(
button(Open, "", "Orange", "", "", false, "Small", "pencil"),
" ",
button(
[Add To Project],
"",
"Purple",
"",
"",
false,
"Small",
"add-book"
),
" ",
button(
[Print Task Cards], "", "Blue", "", "", false, "Small", "print"
),
" ",
button(
Progress,
"",
"Green",
"",
"",
false,
"Small",
switchif(Task = [Target Completion Date], "finish-flag", "arrow")
),
" ",
button(Delete, "", "Red", "", "", false, "Small", "trash")
)
Projects
Next Step
lookup
[Current Task].Dependents
Order Line Item Archive
Projects
Progress
button
[Order Line Item Archive]
.filter(
Project = thisRow and
[Received/Completion Date].IsBlank()
)
.minby(
[Target Start]
)
.Advance
Projects
Current Task
lookup
Tasks.filter(Status!=Finished)
.MinBy(
[Target Start]
)
Order Line Item Archive
Projects
Department
lookup
[Current Task].Department.ListCombine().filter(CurrentValue.IsNotBlank()).WithName(dept,switchif(dept.IsBlank(),Departments.filter(Department="Finished") ,dept) )
Departments
Projects
Print Task Cards
button
runactions(Tasks.[Generate QR Code],
ModifyRows([Project Cards],Project,thisRow) ,openrow([Project Cards].first(),[Project Cards],"Right"))
Projects
Tasks
lookup
[Items & Tasks].filter([Order Mechanism]=Task and Department.IsNotBlank())
Order Line Item Archive
Projects
Task
lookup
[Current Task].Item
Items
Projects
Slider
slider
[Order Line Item Archive]
.filter(
[Order Mechanism] = Task and
Project = thisRow and
Status = Finished
)
.count() /
[Order Line Item Archive]
.filter(
[Order Mechanism] = Task and
Project = thisRow
).count()
Projects
Orders
lookup
[Items & Tasks].filter([Order Mechanism]!=Task).ListCombine().filter(CurrentValue.IsNotBlank())
Order Line Item Archive
Projects
Build-Specific Cart Line Items
lookup
[Build-Specific Cart Line Items].Filter(Project.Contains(thisRow))
Build-Specific Cart Line Items
Bill of Materials
Item
lookup
[Order Line Item Archive].Project.Items .ListCombine().filter( [Order Mechanism]!=Task ).unique().nth(RowId(thisRow))
Items
Bill of Materials
Add To Cart
button
AddRow(
[Build-Specific Cart Line Items],
Item,
Item,
Project,
[Order Line Item Archive]
.Project
)
Bill of Materials
Remove From Build
button
runactions(
switchif(
Order.IsNotBlank(),
runactions(
DeleteRows([Build-Specific Cart Line Items]),
ModifyRows(Order, Project, "")
),
[Build-Specific Cart Line Items].IsNotBlank(),
DeleteRows([Build-Specific Cart Line Items])
),
ModifyRows(
[Order Line Item Archive]
.Project,
Items,
[Order Line Item Archive]
.Project
.Items
.filter(
CurrentValue != Item
).ListCombine()
)
)
Bill of Materials
Notes
canvas
Bill of Materials
Component
lookup
switchif(
Item.IsBlank(),
"",
Item.IsNotBlank(),
Item.Components,
[Order Line Item Archive]
.Project
.Product
.Components
.ListCombine()
.filter(
CurrentValue.IsNotBlank()
)
.nth(
RowId(thisRow) -
[Order Line Item Archive]
.Project
.Items
.ListCombine()
.unique()
.count()
)
)
Components
Bill of Materials
Total Price
currency
Item .[Unit Price].ListCombine()*Item.[Order Qty]
Bill of Materials
Unit Price
currency
Item .[Unit Price]
Bill of Materials
Edit
button
Item.Edit
Bill of Materials
Actions
text
switchif(
Item.IsBlank(),
"",
Concatenate(
button(Edit, "", "Orange", "", "", false, "Small", "pencil"),
" ",
button(
[Remove From Build],
"",
"Red",
"",
"",
false,
"Small",
switchif(Order.IsNotBlank(), "ingredients", "clear-symbol")
),
" ",
button(
[Add To Cart],
"",
"Green",
switchif(
Item.[To Order] = 0,
"",
Item.[To Order]
),
"",
false,
"Small",
"add-shopping-cart"
)
)
)
Bill of Materials
Order
lookup
[Order Line Item Archive].filter(Item=Item and Project=[Order Line Item Archive].Project )
Order Line Item Archive
Bill of Materials
Build-Specific Cart Line Items
lookup
[Build-Specific Cart Line Items].filter(Project= [Order Line Item Archive].Project and Item=Item )
Build-Specific Cart Line Items
Bill of Materials
Order Status
lookup
switchif(
Item.isblank(),
"",
Order.IsNotBlank(),
Order.Status,
[Added to BOM]
)
.Filter(
currentvalue.IsNotBlank()
)
Order Status
Bill of Materials
Item Name
text
_color(Color.Color, Item.Name.ListCombine())
Bill of Materials
Order Qty
number
Item.[Order Qty].ListCombine() *
[Order Line Item Archive]
.Project
.Items
.listcombine()
.countif(
CurrentValue = Item
)
.filter(
CurrentValue != 0
)
Bill of Materials
Order Units
text
Item.[Order Units].ListCombine()
Bill of Materials
Color
lookup
Item.Color.ListCombine()
Color Options
Bill of Materials
Color ID
text
Color.[Color ID].ListCombine()
Bill of Materials
Order Quantity
text
Concatenate([Order Qty]," ",[Order Units])
Bill of Materials
Min Qty
number
Item.[Min Qty].ListCombine()
Finalize Bill of Materials
Item
lookup
[Order Line Item Archive].Project.Items .ListCombine().filter( [Order Mechanism]!=Task ).unique().nth(RowId(thisRow))
Items
Finalize Bill of Materials
Actions
text
switchif(
Item.IsBlank(),
"",
Concatenate(
button(Edit, "", "Orange", "", "", false, "Small", "pencil"),
" ",
button(
[Remove From Build],
"",
"Red",
"",
"",
false,
"Small",
switchif(Order.IsNotBlank(), "ingredients", "clear-symbol")
),
" ",
button(
[Add To Cart],
"",
"Green",
switchif(
Item.[To Order] = 0,
"",
Item.[To Order]
),
"",
false,
"Small",
"add-shopping-cart"
)
)
)
Finalize Bill of Materials
Component
lookup
switchif(
Item.IsBlank(),
"",
Item.IsNotBlank(),
Item.Components,
[Order Line Item Archive]
.Project
.Product
.Components
.ListCombine()
.filter(
CurrentValue.IsNotBlank()
)
.nth(
RowId(thisRow) -
[Order Line Item Archive]
.Project
.Items
.ListCombine()
.unique()
.count()
)
)
Components
Finalize Bill of Materials
Unit Price
currency
Item .[Unit Price]
Finalize Bill of Materials
Order Quantity
text
Concatenate([Order Qty]," ",[Order Units])
Finalize Bill of Materials
Total Price
currency
Item .[Unit Price].ListCombine()*Item.[Order Qty]
Finalize Bill of Materials
Notes
canvas
Components
Component
text
Components
Color
lookup
[Component Group].Color.ListCombine()
Color Options
Components
Color ID
text
Color.[Color ID].ListCombine()
Components
Title
text
_color("#000000",Component )
Components
Products
lookup
Products.Filter(Components.Contains(thisRow))
Products
Components
All Related Items & Tasks
lookup
Items.Filter(Components.Contains(thisRow))
Items
Components
Related SOPs
lookup
SOPs.Filter(Components.Contains(thisRow))
SOPs
Components
Component Group
lookup
Component Types
Components
Quantity
number
Components
Edit
button
openrow(thisRow,Components,"Right")
Components
Delete
button
DeleteRows(thisRow)
Components
Create/Open SOP
button
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
)
.WithName(
target,
runactions(
ModifyRows(
thisRow,
SOP,
ModifyRows(
target,
[SOP Type],
Component,
Item,
thisRow,
Name,
Concatenate(Component, " SOP"),
Product,
Products,
Components,
thisRow
)
),
[SOPs Product View],
"Right"
)
)
Components
Standard Items
lookup
Items
Components
Related Tasks
lookup
Items
Components
Optional Items
lookup
Items
Tables
Type
lookup
Table Sub-Types
Tables
Color
lookup
Type.Color
Color Options
Tables
Color ID
text
Color.[Color ID].ListCombine()
Tables
On Update
lookup
Update Options
Tables
Table Type
lookup
Table Types
Tables
New Table URL
link
switchif([New Instance URL] .IsBlank(),"",Concatenate([New Instance URL],"#",URL.totext().split("#").last() ))
Tables
Copy Table (Archive)
canvas
Tables
Copy Table
button
runactions(
modifyrows(
thisRow,
Results,
switchif(
Table = "Departments",
foreach(
Departments,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Department",
CurrentValue.Department,
"Color",
CurrentValue.Color
)
),
Table = "Storage Locations",
foreach(
Locations,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Storage Location",
CurrentValue.Name,
"Color",
CurrentValue.Color,
"Department",
CurrentValue.Department
)
),
Table = "Item Type",
foreach(
[Item Type],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Item Type",
CurrentValue.[Item Type],
"Color",
CurrentValue.Color
)
),
Table = "Item Sub-Type",
foreach(
[Item Sub-Type],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Item Sub-Type",
CurrentValue.[Item Sub-Type],
"Color",
CurrentValue.Color,
"Item Type",
CurrentValue.[Item Type]
)
),
Table = "Item Use Case",
foreach(
[Item Use Case],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Use Case",
CurrentValue.[Use Case],
"Color",
CurrentValue.Color
)
),
Table = "Order Status",
foreach(
[Order Status],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Order Status",
CurrentValue.[Order Status],
"Color",
CurrentValue.Color
)
),
Table = "Order Mechanism",
foreach(
[Order Mechanism],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Order Mechanism",
CurrentValue.[Order Mechanism],
"Color",
CurrentValue.Color
)
),
Table = "Order Cadence",
foreach(
Trigger,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Order Cadence",
CurrentValue.[Task Triggered],
"Color",
CurrentValue.Color
)
),
Table = "Formats by Size",
foreach(
[Formats by Size],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Template",
CurrentValue.Template,
"Color",
CurrentValue.Color,
"Input",
CurrentValue.Input,
"Alternate Template",
CurrentValue.[Alternate Template]
)
),
Table = "Vehicle Type",
foreach(
[Vehicle Type],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Vehicle Type",
CurrentValue.[Vehicle Type],
"Color",
CurrentValue.Color
)
),
Table = "Order Documents",
foreach(
[Order Documents],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"PO Download Link",
CurrentValue.[PO Download Link],
"Upload PO",
CurrentValue.[Upload PO],
"Status",
currentvalue.Status,
"Template",
currentvalue.Template,
"Tax Rate",
currentvalue.[Tax Rate],
"Shipping",
currentvalue.Shipping,
"Edit and Send Email",
currentvalue.[Edit and Send Email]
)
),
Table = "Vehicle Area",
foreach(
Components,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Vehicle Area",
CurrentValue.Component,
"Color",
CurrentValue.Color
)
),
Table = "Vehicle Model",
foreach(
[Vehicle Model],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Vehicle Model",
CurrentValue.[Vehicle Model],
"Color",
CurrentValue.Color,
"Manufacturer",
CurrentValue.Manufacturer,
"Vehicle Type",
CurrentValue.[Vehicle Type]
)
),
Table = "Company Information",
foreach(
[Company Information],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Company Name",
CurrentValue.[Company Name],
"Primary Contact",
CurrentValue.[Primary Contact],
"Unique Identifier",
CurrentValue.[Unique Identifier],
"Company Address",
CurrentValue.[Company Address],
"Primary Contact Phone Number",
CurrentValue
.[Primary Contact Phone Number],
"Primary Contact Email",
CurrentValue.[Primary Contact Email],
"Logo",
CurrentValue.Logo,
"Short Company Description",
CurrentValue
.[Short Company Description]
)
),
Table = "Build Stages",
foreach(
[Build Stages],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Build Stage",
CurrentValue.[Build Stage],
"Color",
CurrentValue.Color,
"Order",
CurrentValue.Order
)
),
Table = "Build Component",
foreach(
Components,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Vehicle Area",
CurrentValue.Component,
"Color",
CurrentValue.Color
)
),
Table = "Build Milestones",
foreach(
[Build Milestones],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Build Milestone",
CurrentValue.[Build Milestone],
"Color",
CurrentValue.Color,
"Build Phase",
CurrentValue.[Build Phase],
"Days Relative to Build Start",
CurrentValue
.[Days Relative to Build Start]
)
),
Table = "Task Status",
foreach(
[Task Status],
[Cross-doc]addrow(
[User's private Cross-doc account],
[New Table URL],
"Task Status",
currentvalue.Title,
"Color",
currentvalue.Color
)
),
Table = "Build Timeline",
foreach(
[Project Timeline],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Build",
CurrentValue.Project,
"Milestone",
CurrentValue.Task,
"Task Date",
CurrentValue.[Target Start],
"Owner",
CurrentValue.Owner,
"Days Upcoming/Overdue",
currentvalue.[Days Upcoming/Overdue],
"Duration",
currentvalue.[Days Since Project Start]
)
),
Table = "Master Builds",
foreach(
Projects,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Customer Name",
CurrentValue.Title,
"Vehicle Model",
CurrentValue.Product,
"Stage",
CurrentValue.Stage,
"Start Date",
CurrentValue.[Start Date],
"Target Completion Date",
CurrentValue.[Target Completion Date],
"Notes",
CurrentValue.Notes,
"Phone Number",
CurrentValue.[Phone Number],
"Email Address",
CurrentValue.[Email Address],
"Build Timeline",
currentvalue.[Order Line Item Archive],
"Finalized",
currentvalue.Finalized,
"Items",
currentvalue.Items,
"Completion Date",
currentvalue.[Completion Date]
)
),
Table = "New Custom Build",
"",
Table = "New Order Card & Item",
"",
Table = "Email Templates",
foreach(
[Email Templates],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Name",
CurrentValue.Name,
"Subject",
CurrentValue.Subject,
"Body",
CurrentValue.Body
)
),
Table = "Format Templates",
foreach(
[Format Templates],
[Cross-doc]addrow(
[User's private Cross-doc account],
[New Table URL],
"Template",
currentvalue.Template,
"Handle",
currentvalue.Handle
)
),
Table = "Order Groups",
foreach(
[Order Groups],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Order Group",
CurrentValue.[Order Group],
"Items",
CurrentValue.Items
)
),
Table = "Master Task Type",
foreach(
[Master Task Type],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Task Type",
CurrentValue.[Task Type],
"Abbreviation",
CurrentValue.Abbreviation
)
),
Table = "Build-Specific Cart Line Items",
foreach(
[Build-Specific Cart Line Items],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Item",
CurrentValue.Item,
"Build",
CurrentValue.Project,
"Orders",
CurrentValue.Orders,
"Tasks",
CurrentValue.[Email Queue],
"Unit Price",
currentvalue.[Unit Price],
"Notes",
currentvalue.Notes
)
),
Table = "Master Tasks",
foreach(
[Email Queue],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Task Name",
CurrentValue.[Task Name],
"Type",
CurrentValue.Type,
"Supplier Name",
CurrentValue.Supplier,
"Items",
CurrentValue.Items,
"Link",
CurrentValue.Link,
"Due Date",
CurrentValue.[Due Date],
"Owner",
CurrentValue.Owner,
"Complete",
CurrentValue.Complete,
"Notes",
CurrentValue.Notes,
"Use Secondary Contact",
CurrentValue.[Use Secondary Contact],
"CC Email Address",
CurrentValue.[CC Email Address],
"Order Quantity",
CurrentValue.[Order Quantity],
"Order Documents",
CurrentValue.[Order Documents],
"Start Date",
currentvalue.[Start Date],
"Task Finished Time",
currentvalue.[Task Finished Time],
"Body",
currentvalue.Body,
"Email: Subject",
CurrentValue.Subject
)
),
Table = "Master Suppliers",
foreach(
[External Suppliers],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Supplier Name",
CurrentValue.[Supplier Name],
"Supplier",
currentvalue.Supplier,
"CityState",
CurrentValue.CityState,
"Primary Contact",
currentvalue.[Primary Contact],
"Primary Contact Email",
CurrentValue.[Primary Contact Email],
"Primary Contact Phone",
CurrentValue.[Primary Contact Phone],
"Secondary Contact",
CurrentValue.[Secondary Contact],
"Secondary Contact Email",
CurrentValue.[Secondary Contact Email],
"Secondary Contact Phone",
CurrentValue.[Secondary Contact Phone],
"Vendor Number & Additional Info",
CurrentValue
.[Vendor Number & Additional Info],
"Website",
currentvalue.Website,
"Zip Code",
CurrentValue.[Zip Code],
"Notes",
CurrentValue.Notes,
"Address",
CurrentValue.Address
)
),
Table = "Order Document Templates",
foreach(
[Order Document Templates],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Template",
CurrentValue.Template,
"Name",
CurrentValue.Name
)
),
Table = "Order Line Item Archive",
foreach(
[Order Line Item Archive],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Item",
CurrentValue.Item,
"Status",
CurrentValue.Status,
"Date Received",
CurrentValue.[Received/Completion Date],
"Include in Receiving",
CurrentValue
.[Include in Receiving],
"Quantity",
CurrentValue.Quantity,
"Units",
CurrentValue.Units,
"Lead Time",
CurrentValue.[Lead Time],
"Notes",
CurrentValue.Notes,
"Person",
CurrentValue.Person,
"Price",
CurrentValue.[Item Price],
"Receipt Image",
CurrentValue.[Receipt Image],
"Item Image",
CurrentValue.[Item Image],
"Tracking Number",
CurrentValue.[Tracking Number]
)
),
Table = "Order Archive",
foreach(
[Order Archive],
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Order Date",
CurrentValue.[Order Date],
"Order Items",
CurrentValue.[Order Items],
"Supplier",
CurrentValue.Supplier,
"Line Items",
CurrentValue.[Line Items],
"Name",
currentvalue.Name,
"Lead Time",
currentvalue.[Lead Time]
)
),
Table = "Master Order Card Layout",
foreach(
Items,
[Cross-doc]AddRow(
[User's private Cross-doc account],
[New Table URL],
"Storage Location",
CurrentValue.[Internal Supplier],
"Printed",
CurrentValue.Printed,
"Deliver To",
CurrentValue.Location,
"Database Link",
CurrentValue.[Database Link],
"Item Number",
CurrentValue.[Item Number],
"Name",
CurrentValue.Name,
"Item Type",
CurrentValue.[Item Type],
"Item Use Case",
CurrentValue.Task,
"Item Sub-Type",
CurrentValue.[Sub-Type],
"Unit Price",
CurrentValue.[Unit Price],
"Notes",
CurrentValue.Notes,
"Order Cadence",
CurrentValue.Trigger,
"URL 1",
CurrentValue.[URL 1],
"Primary Supplier",
CurrentValue.[Primary Supplier],
"Secondary Supplier",
CurrentValue.[Secondary Supplier],
"Upload Image",
CurrentValue.[Upload Image],
"URL 2",
CurrentValue.[URL 2],
"Following Items",
CurrentValue.[Following Items],
"Preceding Items",
CurrentValue.[Preceding Items],
"Order Mechanism",
CurrentValue.[Order Mechanism],
"Forwarding Link Database URL",
CurrentValue
.[Forwarding Link Database URL],
"Order Qty",
currentvalue.[Order Qty],
"Order Units",
CurrentValue.[Order Units],
"Min. Units",
currentvalue.[Min. Units],
"Min Qty",
CurrentValue.[Min Qty],
"Qty. per Following",
CurrentValue.[Qty. Per Following],
"Image (URL)",
CurrentValue.[Image (URL)],
"Order Description",
currentvalue.[Order Description],
"Unique ID",
currentvalue.[Unique ID],
"QR Code URL",
currentvalue.[QR Code URL]
)
),
Table = "Usage Statistics",
[Cross-doc]ModifyRow(
[User's private Cross-doc account],
[Master Row URL],
"Their Row URL",
[This Row URL]
.Substitute(
[New Instance URL].first()
.[Old Document ID]
.ToText(),
[New Instance URL].first()
.[New Document ID]
)
)
)
)
)
Table Sub-Types
Support Table Type
text
Table Sub-Types
Support Tables
lookup
Tables.Filter(Type.Contains(thisRow))
Tables
Table Sub-Types
Color
lookup
Color Options
Table Sub-Types
Color ID
text
Color.[Color ID].ListCombine()
New Project
Customer Name
text
New Project
Phone Number
text
New Project
Email Address
email
New Project
Product
lookup
Products
New Project
Start Date
date
New Project
Target Completion Date
date
New Project
Add Build
button
runactions(
OpenWindow(ObjectLink(Projects)),
modifyrows(
thisRow,
[Created Project],
AddRow(
Projects,
[Contact Name],
[Customer Name],
[Phone Number],
[Phone Number],
[Email Address],
[Email Address],
[Start Date],
[Start Date],
Items,
Product.Components
.[Standard Items]
.ListCombine(),
Person,
[Project Owner],
[Target Completion Date],
[Target Completion Date],
Notes,
Notes,
Product,
Product
)
),
addrow(
[Order Line Item Archive],
Item,
[Project Start],
[Target Start],
[Start Date],
[Include in Receiving],
true,
[Actual Start],
[Start Date],
Supplier,
"",
[Order Mechanism],
Task,
Project,
[Created Project],
[Received/Completion Date],
[Start Date],
Status,
Finished
),
addrow(
[Order Line Item Archive],
Item,
[Target Completion Date],
[Actual Start],
[Target Completion Date],
[Target Start],
[Target Completion Date],
[Order Mechanism],
Task,
Project,
[Created Project],
[Include in Receiving],
true,
Supplier,
"",
Status,
[Not Triggered]
),
switchif(
[Advanced Mode] = false,
"",
foreacH(
Tasks.ListCombine(),
currentvalue
.withname(
t,
runactions(
modifyrows(
thisRow,
[Created Task],
addrow(
[Order Line Item Archive],
Item,
t,
Components,
t.Components,
[Order Mechanism],
t.[Order Mechanism],
[Include in Receiving],
true,
Project,
[Created Project],
Status,
switchif(t.Sequence = 1, Triggered, [Not Triggered]),
[Target Duration],
t.[Avg. Time],
Person,
t.listcombine().Person,
[Target Start],
switchif(
t.Sequence = 1,
[Start Date],
Trigger =
[Days After Project Start],
[Start Date] + t.[Relative Days to Trigger],
Trigger = [Days Before Dependent],
Dependents
.MinBy(
[Target Start]
) -
t.[Relative Days to Trigger],
""
)
)
),
[Created Task].[Update Time]
)
)
)
),
switchif(
[Advanced Mode],
[Created Project].Tasks
.[Update Time],
""
),
[Delete Draft]
)
New Project
Save Draft
button
OpenWindow(objectlink(Projects ))
New Project
Delete Draft
button
DeleteRows(thisRow)
New Project
Project Owner
person
New Project
Created Project
lookup
Projects
New Project
Tasks
lookup
Product.Tasks.ListCombine().Filter([Order Mechanism]=Task)
Items
New Project
Items
lookup
Product.Components.[Standard Items].ListCombine().filter(CurrentValue.IsNotBlank() and [Order Mechanism]!=Task)
Items
New Project
Created Task
lookup
Order Line Item Archive
New Instance URL
New Instance URL
link
New Instance URL
Create New Instance
button
runactions(
modifyrows(
thisRow,
[Old New Instance URL Row URL],
objectlink(thisRow),
[Old Document ID],
thisDocument.Url().Split('_').Slice(2).Join(''),
[Enable Delete],
true
),
_delay(
modifyrows(
thisRow,
[New Instance URL],
CopyDoc(
[Company Name],
"https://coda.io/d/_dy9-aNYpZAA"
)
),
30000
),
_delay(
[Cross-doc]PushButton(
[User's private Cross-doc account],
Concatenate(
Tables.filter(Table.containstext("New Instance URL"))
.[New Table URL]
.totext(),
"/r1"
),
"Delete Tables"
),
120000
),
ModifyRows(thisRow, [Enable Delete], false),
_delay(runactions([Copy Data]), 60000)
)
New Instance URL
Demo Environment Document ID
text
New Instance URL
New Document ID
text
switchif([New Instance URL].IsBlank(),"", [New Instance URL] .totext().Split('_').Slice(2).Join(''))
New Instance URL
Old Document ID
text
New Instance URL
Delete Tables
button
RunActions(
switchif(
Tables.filter(Table = "Departments")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows(Departments),
""
),
switchif(
Tables.filter(Table = "Storage Locations")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows(Locations),
""
),
switchif(
Tables.filter(Table = "Item Type").[On Update]
.contains(
Clear, Copy
),
DeleteRows([Item Type]),
""
),
switchif(
Tables.filter(Table = "Item Sub-Type")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Item Sub-Type]),
""
),
switchif(
Tables.filter(Table = "Item Use Case")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Item Use Case]),
""
),
switchif(
Tables.filter(Table = "Order Status")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Status]),
""
),
switchif(
Tables.filter(Table = "Order Mechanism")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Mechanism]),
""
),
switchif(
Tables.filter(Table = "Order Cadence")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows(Trigger),
""
),
switchif(
Tables.filter(Table = "Formats by Size")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Formats by Size]),
""
),switchif(
Tables.filter(Table = "Master Suppliers")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([External Suppliers]),
""
),
switchif(
Tables.filter(Table = "Vehicle Type")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Vehicle Type]),
""
),
switchif(
Tables.filter(Table = "Vehicle Model")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Vehicle Model]),
""
),
switchif(
Tables.filter(Table = "Vehicle Area")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows(Components),
""
),
switchif(
Tables.filter(Table = "Build Stages")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Build Stages]),
""
),
switchif(
Tables.filter(Table = "Build Components")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Build Components]),
""
),
switchif(
Tables.filter(Table = "Build Milestones")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Build Milestones]),
""
),
switchif(
Tables.filter(Table = "Build Timeline")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Project Timeline]),
""
),
switchif(
Tables.filter(Table = "Email Templates")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Email Templates]),
""
),
switchif(
Tables.filter(Table = "New Custom Build")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([New Project]),
""
),
switchif(
Tables.filter(Table = "Order Document Templates")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Document Templates]),
""
),
switchif(
Tables.filter(Table = "Task Status")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Task Status]),
""
),
switchif(
Tables.filter(Table = "Master Task Type")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Master Task Type]),
""
),
switchif(
Tables.filter(Table = "Company Information")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Company Information]),
""
),
switchif(
Tables.filter(Table = "Order Documents")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Documents]),
""
),
switchif(
Tables.filter(Table = "Order Archive")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Archive]),
""
),
switchif(
Tables.filter(Table = "Order Line Item Archive")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Line Item Archive]),
""
),
switchif(
Tables
.filter(
Table = "Build-Specific Cart Line Items"
)
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Build-Specific Cart Line Items]),
""
),
switchif(
Tables.filter(Table = "Build-Specific Cart")
.[On Update]
.contains(
Clear, Copy
),
deleterows([Build-Specific Cart]),
""
),
switchif(
Tables.filter(Table = "Master Builds")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows(Projects),
""
),
switchif(
Tables.filter(Table = "Order Groups")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Order Groups]),
""
),
switchif(
Tables.filter(Table = "Build Timeline")
.[On Update]
.contains(
Clear, Copy
),
DeleteRows([Project Timeline]),
""
),
switchif(
Tables.filter(Table = "Master Order Card Layout")
.[On Update]
.contains(
Clear, Copy
),
Delete,
""
),
modifyrows(thisRow, [Enable Delete], false)
)
New Instance URL
Enable Delete
checkbox
New Instance URL
Copy Data
button
RunActions([Copy Table])
New Instance URL
Old New Instance URL Row URL
link
Table Types
Table Type
text
Table Types
Color
lookup
Color Options
Table Types
Color ID
text
Color.[Color ID].ListCombine()
Table Types
Tables
lookup
Tables.Filter([Table Type].Contains(thisRow))
Tables
Build-Specific Cart Line Items
Item
lookup
Items
Build-Specific Cart Line Items
Project
lookup
Projects
Build-Specific Cart Line Items
Orders
lookup
Order Line Item Archive
Build-Specific Cart Line Items
Notes
canvas
Build-Specific Cart Line Items
Vehicle Area
lookup
Item.Components.ListCombine()
Build-Specific Cart Line Items
Order Qty. Price
currency
[Unit Price]*[Order Qty]
Build-Specific Cart Line Items
Unit Price
text
Item.[Unit Price].ListCombine()
Build-Specific Cart Line Items
Create Order Record
button
runactions(
AddRow(
[Order Line Item Archive],
[Item Image],
[Image (URL)],
[Item Price],
Item.[Total Price],
[Order Mechanism],
[Order Mechanism],
Location,
Item.Location,
Supplier,
Supplier,
Status,
switchif(
[Order Mechanism] = Shopping, Finished, Ordered
),
Item,
Item,
[Include in Receiving],
Item.[Receiving Inclusion],
Quantity,
[Order Qty],
Units,
[Order Units],
Project,
Project
),
switchif(
Task.IsNotBlank(),
ModifyRows(
Task,
[Received/Completion Date],
now()
)
),
DeleteRows(thisRow)
)
Build-Specific Cart Line Items
Order Qty
number
Project.Items.listcombine().filter(CurrentValue=Item).count()*Item.[Order Qty]
Build-Specific Cart Line Items
Image (URL)
image
Item.[Image (URL)].ListCombine()
Build-Specific Cart Line Items
Primary Supplier
lookup
Item.[Primary Supplier].ListCombine()
External Suppliers
Build-Specific Cart Line Items
Secondary Supplier
lookup
Item.[Secondary Supplier].ListCombine()
External Suppliers
Build-Specific Cart Line Items
Use Secondary Supplier
checkbox
Build-Specific Cart Line Items
Supplier
lookup
Item.Supplier
Master Suppliers
Build-Specific Cart Line Items
Switch Supplier
button
modifyrows(thisRow,[Use Secondary Supplier],switchif([Use Secondary Supplier],false,true ))
Build-Specific Cart Line Items
Order Mechanism
lookup
Item.[Order Mechanism].ListCombine()
Order Mechanism
Build-Specific Cart Line Items
Order Units
text
Item.[Order Units].ListCombine()
Build-Specific Cart Line Items
Order
button
runactions(
switchif(
[Order Mechanism] = PO,
runactions(
addrow(
[Order Documents],
Status,
[PO Created],
[Line Items],
[Shopping Cart]
.filter(
Supplier = Supplier and
[Order Mechanism] = PO
),
[PO Created Date],
today(),
Supplier,
Supplier,
Project,
Project
),
openwindow(objectlink([Order Documents].last()))
),
[Order Mechanism] = Online and
[In Cart] = false,
runactions(
[Shopping Cart]
.filter(
currentvalue.Supplier = Supplier and
[Order Mechanism] = Online and
[In Cart] = false
)
.[Open Link],
modifyrows(
[Shopping Cart]
.filter(
currentvalue.Supplier = Supplier and
[Order Mechanism] = Online and
[In Cart] = false
),
[In Cart],
true
)
),
[Order Mechanism] = Online and
[In Cart] = true,
[Create Order Record],
[Order Mechanism] = Email,
switchif(
[Email Queue].IsNotBlank(),
openrow([Email Queue], [Email Queue], "Right"),
openrow(
AddRow(
[Email Queue],
[Due Date],
switchif(
[Execution Cadence] = Immediately,
now(),
[Execution Cadence] = [End of Day],
today(),
switchif(
today().WeekdayName() = "Monday",
today() + 3,
today().WeekdayName() = "Tuesday",
today() + 2,
today().WeekdayName() = "Wednesday",
today() + 1,
today()
)
),
Supplier,
Supplier,
Complete,
"false",
Subject,
switchif(
[Order Mechanism] = Email,
Subject,
""
),
Body,
switchif(
[Order Mechanism] != Email,
"",
thisTable
.filter(
Supplier = Supplier and
[Order Qty] != 0 and
[Order Qty].IsNotBlank() and
[Order Mechanism] = Email
)
.foreach(
concatenate(
"Qty: ",
CurrentValue.[Order Qty],
" ",
[Order Units],
" ",
CurrentValue.Item
.Name,
" ",
switchif(
[Include Order Description],
CurrentValue.Item
.[Order Description],
""
),
switchif(
[Include Taxable Status],
concatenate(
Character(13),
switchif(
currentvalue.Item
.Taxable,
"Taxable",
"Tax-Exempt"
)
),
""
)
)
)
.BulletedList()
.withname(
[item list],
concatenate(
_color("#000000", [item list]),
character(13),
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
)
)
.withname(
orderitems,
format(
Body,
Supplier.[External Suppliers].[Primary Contact]
.split(
" "
)
.first(),
orderitems,
[Company Name],
[Company Address]
)
)
),
Owner,
user(),
Items,
[Shopping Cart]
.Filter(
Supplier = Supplier and
[To Order].IsNotBlank() and
[Order Mechanism] = Email
)
.Item
.ListCombine(),
[Order Quantity],
[Order Qty]
),
[Email Queue],
"Right"
)
),
[Order Mechanism] = Shopping,
OpenWindow(ObjectLink([Shopping Lists]))
),
switchif(
Task.IsNotBlank(),
ModifyRows(
Task, [Actual Start], now()
)
)
)
Build-Specific Cart Line Items
Open Link
button
OpenWindow(switchif([Use Secondary Supplier] and Item.[URL 2].IsNotBlank(),Item.[URL 2],[Use Secondary Supplier]=false and Item.[URL 1].IsNotBlank(),Item.[URL 1],[Use Secondary Supplier],[Secondary Supplier].Website, [Primary Supplier].Website))
Build-Specific Cart Line Items
Edit
button
OpenRow(Item,Items,"Right")
Build-Specific Cart Line Items
Remove
button
runactions(ModifyRows([Order Line Item Archive].Project ,Items,[Order Line Item Archive].Project.Items.filter(CurrentValue.contains(Item).not())),DeleteRows(thisRow))
Build-Specific Cart Line Items
Email Queue
lookup
Email Queue
Build-Specific Cart Line Items
Execution Cadence
lookup
Item.Trigger.ListCombine()
Trigger
Build-Specific Cart Line Items
In Cart
checkbox
Build-Specific Cart Line Items
Task
lookup
[Order Line Item Archive]
.filter(
[Order Mechanism] = Task and
Project = Project and
Item.Components.ListCombine()
.contains(
Item.Components
)
)
Order Line Item Archive
Build-Specific Cart Line Items
Added To Cart
date
created(thisRow)
Build-Specific Cart Line Items
Cart Duration
duration
[Added To Cart]-today()
Update Options
Update Option
text
Update Options
Color
lookup
Color Options
Update Options
Color ID
text
Color.[Color ID].ListCombine()
Production Dashboard
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
Production Dashboard
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Production Dashboard
Internal Supplier
lookup
Locations
Production Dashboard
Production Batch
lookup
Production Batch
Production Dashboard
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Production Dashboard
Priority
lookup
Priority
Production Dashboard
Department
lookup
Departments
Priority
Color
lookup
Color Options
Priority
Color ID
text
Color.[Color ID].ListCombine()
Priority
Priority Rank
number
rank(
RowId(thisRow),
foreach(thisTable, RowId(CurrentValue)),
false
)*1000000
Production Batch
Name
text
Production Batch
Color
lookup
Department.Color.ListCombine()
Color Options
Production Batch
Department
lookup
Departments
Production Batch
Color ID
text
Color.[Color ID].ListCombine()
Print Document Type
Print Document Type
text
Print Document Type
Color
lookup
Color Options
Print Document Type
Color ID
text
Color.[Color ID].ListCombine()
Sub-Locations
Sub-Location
text
Sub-Locations
Color
lookup
Location.Color
Color Options
Sub-Locations
Location
lookup
Locations
Sub-Locations
Department
lookup
Location.Department
Departments
Sub-Locations
Color ID
number
Color.[Color ID].ListCombine()
Sub-Locations
ID
text
RowId(thisRow)
Add Items to Build
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Add Items to Build
Project Actions
text
Concatenate(
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From BOM],
"",
"Red",
"",
"",
false,
"Small",
"clear-symbol"
),
" ",
button(
[Add To Project],
"",
switchif(
[Order Line Item Archive]
.Project
.Items
.ListCombine()
.contains(
Item
),
"Yellow",
"Green"
),
[Order Line Item Archive].Project.Items.ListCombine().countif(CurrentValue=Item ).withname(count,switchif(count=0,"",count)),
"",
false,
"Small",
"add-database"
)
)
Add Items to Build
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
Add Items to Build
Order Qty
number
Add Items to Build
Order Units
text
Add Items to Build
Unit Price
currency
Add Items to Build
Avg. Time
duration
Add Items to Build
Max Time
duration
Add Items to Build
Components
lookup
Components
SOPs
Department
lookup
Departments
SOPs
Location
lookup
Locations
SOPs
Product
lookup
Products
SOPs
Last Edited
text
concatenate(Modified(thisRow)," by ",thisRow.ModifiedBy()).totext()
SOPs
Print Format
text
format(
[Print Size].Template,
Name,
Department.ToText(),
[SOP Type].ToText(),
Location.totext(),
SOP,
[QR Code],
[Image URL],
Description,
"",
concatenate(
Rectangle(100, 25, "#000000"),
Rectangle(
100,
25,
Department.Color.Color
.[Light Hex]
),
Rectangle(100, 25, "#000000"),
Rectangle(
100,
25,
Department.Color.Color
.[Light Hex]
),
Rectangle(100, 25, "#000000")
),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Department"
),
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"Location"
),
"",
_Color(
switchif(
[Color Code Title Text],
Department.Color.Color
.[Dark Hex],
"#000000"
),
"SOP Type"
)
)
SOPs
QR Code
text
image(
BarcodeQR([Forwarding Link], "white", "black"),
switchif([Print Size] = [3” x 5”], 300, 75),
switchif([Print Size] = [3” x 5”], 300, 75),
"Database Link",
"auto",
false
)
SOPs
Row URL
link
ObjectLink(thisRow)
SOPs
Forwarding Link
link
Concatenate("https://link.arda.cards/",[Company Information].first().[Unique Identifier],"/",[Unique Identifier],"SOP",[SOP Number])
SOPs
SOP Number
number
rank(RowId(thisRow),thisTable.foreach(RowId(currentvalue)).listcombine(),true)
SOPs
Template
lookup
SOP Templates
SOPs
Delete
button
runactions(
ModifyRows(
thisRow,
Name,
"",
[SOP Type],
"",
Description,
"",
Department,
"",
Notes,
"",
Resources,
"",
SOP,
"",
Location,
"",
Product,
"",
[Image URL],
"",
Template,
"",
People,
"",
[Next SOP],
"",
[Previous SOP],
"",[External Supplier],"",
[Parent SOP],
"",
[Child SOPs],
""
)
)
SOPs
Color
lookup
[SOP Type].Color.ListCombine()
Color Options
SOPs
Color ID
text
Color.[Color ID]
SOPs
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs
Print
button
openrow(thisRow,SOPs,"Right")
SOPs
Open
button
switchif(
[SOP Type] = Product,
OpenRow(thisRow, [SOPs Product View], "Right"),
[SOP Type] = [Product Variant],
OpenRow(thisRow, [SOPs Product View], "Right"),
[SOP Type].contains(Other),
OpenRow(thisRow, [SOPs Product View], "Right"),
[SOP Type] = Task,
OpenRow(thisRow, [SOPs Task View], "Right"),
[SOP Type] = Department,
OpenRow(thisRow, [SOPs Location View], "Right"),
[SOP Type] = Item,
OpenRow(thisRow, [SOPs Item View], "Right"),
[SOP Type] = Supplier,
OpenRow(thisRow, [SOPs Supplier View], "Right"),
[SOP Type] = [Location/Equipment],
OpenRow(thisRow, [SOPs Location View], "Right")
)
SOPs
Print Size
lookup
Formats by Size
SOPs
Parent SOP
lookup
SOPs
SOPs
Child SOPs
lookup
SOPs.Filter([Parent SOP].Contains(thisRow))
SOPs
SOPs
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs
Previous SOP
lookup
SOPs
SOPs
Next SOP
lookup
SOPs.Filter([Previous SOP].Contains(thisRow))
SOPs
SOPs
Go To Next SOP
button
OpenWindow(ObjectLink([Next SOP].first()))
SOPs
Go To Prior SOP
button
OpenWindow(ObjectLink([Previous SOP]))
SOPs
Generate w/AI
button
openrow(
ModifyRows(
[AI SOP].first(),
Name,
thisRow,
[AI Prompt],
format(
[SOP Type].[AI SOP Prompt],
switchif(
[SOP Type] = Item,
Item.totext(),
[SOP Type] = Task,
Item.totext(),
[SOP Type] = Department,
Department.totext(),
[SOP Type] = [Location/Equipment],
Location.totext(),
[SOP Type] = Supplier,
[External Supplier].totext(),
[SOP Type] = Product,
Product.totext(),
[SOP Type] = Component,
Components.totext()
)
)
),
[AI SOP],
"Right"
)
SOPs
SOP Type
lookup
SOP Type
SOPs
Related SOPs
lookup
switchif(Name.isblank(),"",
[SOP Type] = Item,
SOPs.filter(Item.contains(Item)),
[SOP Type] = Product,
SOPs.filter(Product.contains(Product)),
[SOP Type].contains([Location/Equipment]),
SOPs
.filter(
Location.contains(Location.listcombine())
),
[SOP Type] = Department,
SOPs.filter(Department.contains(Department)),
[SOP Type] = Supplier,
SOPs
.filter(
[External Supplier] = [External Supplier]
)
)
.filter(
CurrentValue != thisRow
)
SOPs
SOPs
Apply Template
button
ModifyRows(thisRow ,SOP,Template.Template )
SOPs
Internal Supplier
lookup
Locations
SOPs
External Supplier
lookup
External Suppliers
SOPs
Edit
button
switchif(
[SOP Type] = Item,
openrow(thisRow, [SOPs Item View], "Right"),
[SOP Type] = [Location/Equipment],
openrow(thisRow, [SOPs Location View], "Right"),
[SOP Type] = Supplier,
openrow(thisRow, [SOPs Supplier View], "Right"),
[SOP Type] = Task,
openrow(thisRow, [SOPs Task View], "Right"),
[SOP Type] = Department,
openrow(thisRow, [SOPs Department View], "Right"),
[SOP Type] = Product,
openrow(thisRow, [SOPs Product View], "Right"),
[SOP Type] = Component,
openrow(thisRow, [SOPs Product View], "Right"),
[SOP Type] = Other,
openrow(thisRow, [SOPs Supplier View], "Right"),
openrow(thisRow, SOPs, "Right")
)
SOPs
Components
lookup
Components
Products
Color
lookup
Color Options
Products
Color ID
text
Color.[Color ID].ListCombine()
Products
Related SOPs
lookup
SOPs.Filter(Product.Contains(thisRow))
SOPs
Products
Delete
button
runactions(
SOPs
.filter(
[SOP Type].contains(Product) and
Product.Contains(thisRow)
)
.Delete
, DeleteRows(thisRow))
Products
Edit
button
OpenRow(thisRow,thisTable,"Right")
Products
Tasks
lookup
Items.Filter(Products.Contains(thisRow) and [Order Mechanism]=Task)
Items
Products
Create/Open SOP
button
runactions(
modifyrows(
thisRow,
SOP,
modifyrows(
switchif(
SOP.IsBlank(),
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
SOP
),
Product,
thisRow,
[SOP Type],
Product,
Department,
Tasks.Department.ListCombine(),
Name,
_color("#000000", Name, " SOP")
)
),
openrow(SOP, [SOPs Product View], "Right")
)
Products
Product
lookup
lookup(Products,Name,Name)
Products
Products
Components
lookup
Components
Products
Create Component
button
openrow(addrow(Components,Products,thisRow),Components,"Right")
SOP Type
Color
lookup
Color Options
SOP Type
Color ID
text
Color.[Color ID].ListCombine()
SOP Type
SOPs
lookup
SOPs.Filter([SOP Type].Contains(thisRow))
SOPs
SOP Type
Hierarchy
number
SOP Type
AI SOP Prompt
canvas
New SOP
Color
lookup
[SOP Type].Color.ListCombine()
Color Options
New SOP
Color ID
text
Color.[Color ID]
New SOP
Title
text
"Create New SOP"
New SOP
SOP Type
lookup
SOP Type
New SOP
SOP Subject
select
New SOP
Create SOP
button
runactions(
modifyrows(
thisRow,
[Created SOP],
modifyrows(
SOPs.filter(Name.IsBlank()).MinBy([SOP Number]),
[SOP Type],
[SOP Type],
Name,
concatenate([SOP Subject], " SOP").totext(),
Description,
Description,
Item,
switchif(
[SOP Type].contains(Item, Task),
[SOP Subject],
""
),
Location,
switchif(
[SOP Type] = [Location/Equipment],
[SOP Subject],
""
),
Department,
switchif(
[SOP Type] = Department,
[SOP Subject],
[SOP Type] = [Location/Equipment],
Locations
.filter(
Name = [SOP Subject].ToText()
)
.Department,
""
),
Product,
switchif(
[SOP Type] = Product, [SOP Subject], ""
),
Components,
switchif(
[SOP Type] = Component, [SOP Subject], ""
),
[External Supplier],
switchif(
[SOP Type] = Supplier, [SOP Subject], ""
),
[Internal Supplier],
switchif(
[SOP Type] = [Location/Equipment],
[SOP Subject],
""
)
)
),
[Created SOP].Edit,
deleterows(thisRow)
)
New SOP
Created SOP
lookup
SOPs
AI Prompts
Notes
button
switchif(Name="Attributing Items to Products",RefreshColumn(Product),Name="Attributing Items to Variant Options",runactions(refreshcolumn([Variant 1]),refreshcolumn([Variant 2]),refreshcolumn([Variant 3]),refreshcolumn([Variant 4])),Name="Attributing Production Stages to Departments",Department,Name="Next Stage",[Next Stage],Name="Sequencing Production Operations",[Next Operation])
SOP Templates
Template
canvas
SOP Templates
Color
lookup
Color Options
SOP Templates
Color ID
text
Color.[Color ID].ListCombine()
SOP Templates
Delete
button
DeleteRows(thisRow)
SOP Templates
Duplicate
button
openrow(DuplicateRows(thisRow, Name, _color("#000000",concatenate("Copy of ", Name))),thisTable,"Right")
AI SOP
Description
text
Name.Description
AI SOP
Department
lookup
Name.Department
Departments
AI SOP
Est. Time
duration
Name.[Est. Time]
AI SOP
Location
lookup
Name.Location
Locations
AI SOP
Product
lookup
Name.Product.ListCombine()
AI SOP
Product Variant
lookup
Name.Variants.ListCombine()
AI SOP
Operation
lookup
Name.[Production Operations].ListCombine()
AI SOP
QR Code
text
image(BarcodeQR([Forwarding Link],"white","black"),75,75,"Database Link","auto",false)
AI SOP
Row URL
link
ObjectLink(thisRow)
AI SOP
Forwarding Link
link
Concatenate("https://link.arda.cards/",[Company Information].first().[Unique Identifier],"/SOP",[SOP Number])
AI SOP
SOP Number
number
rank(RowId(thisRow),thisTable.foreach(RowId(currentvalue)).listcombine(),true)
AI SOP
Template
lookup
SOP Templates
AI SOP
Title
text
Name.ToText()
AI SOP
Previous SOP
lookup
Name.[Previous SOP].ListCombine()
AI SOP
AI SOP
Next SOP
lookup
Name.[Next SOP].ListCombine()
AI SOP
AI SOP
AI-Generated SOP
canvas
AI SOP
Copy
button
runactions(ModifyRows(Name,SOP,[AI-Generated SOP]),Openrow(Name))
AI SOP
Refresh AI
button
RefreshAssistant([AI-Generated SOP])
SOPs Location View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Location View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Location View
Flag
reaction
SOPs Location View
SOP Type
lookup
SOP Type
SOPs Product View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Product View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Product View
SOP Type
lookup
SOP Type
SOPs Task View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Task View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Task View
SOP Type
lookup
SOP Type
SOPs Department View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Department View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Department View
SOP Type
lookup
SOP Type
SOPs Item View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Item View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Item View
SOP Type
lookup
SOP Type
SOPs Supplier View
Title
text
concatenate(_color(Color.[Text Color],Name.totext()))
SOPs Supplier View
Actions
text
Concatenate(
button(Print, "", "Blue", "", "", false, "small", "print"),
" ",
button(
Open,
"",
"Pink",
"",
"",
false,
"small",
"external-link-squared"
),
" ",
button(Edit, "", "Orange", "", "", false, "small", "pencil"),
" ",
button(Delete, "", "Red", "", "", false, "small", "trash")
)
SOPs Supplier View
SOP Type
lookup
SOP Type
New Internal Item
Enter Item Name
text
New Internal Item
Triggered
lookup
Trigger
New Internal Item
Primary Supplier
lookup
External Suppliers
New Internal Item
Internal Supplier
lookup
Locations
New Internal Item
Location
lookup
Locations
New Internal Item
Notes
canvas
New Internal Item
Order Description
text
New Internal Item
Min Qty
number
New Internal Item
Order Qty
number
New Internal Item
Link
link
New Internal Item
Secondary URL
link
New Internal Item
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New Internal Item
Order Mechanism
lookup
Order Mechanism
New Internal Item
Created Order Card
lookup
Items
New Internal Item
Min Units
text
New Internal Item
Order Units
text
New Internal Item
Type
lookup
Item Type
New Internal Item
Sub-Type
lookup
Item Sub-Type
New Internal Item
Order Card Size
lookup
Formats by Size
New Internal Item
Label Size
lookup
Formats by Size
New Internal Item
Saved
checkbox
New Internal Item
Delete
button
DeleteRows(thisRow)
New Internal Item
Image URL
image
New Internal Item
Image
image
New Internal Item
Unit Price
currency
New Internal Item
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New Internal Item
Production Priority
lookup
Priority
New Internal Item
Production Batch
lookup
Production Batch
New Internal Item
Secondary Supplier
lookup
External Suppliers
New Internal Item
SKU
text
New Internal Item
Sub-Location
lookup
Sub-Locations
New Internal Item
Create
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],File,File,
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Use Case],
[Use Case],
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
DeleteRows(thisRow)
)
New Internal Item
Component
lookup
Components
New Internal Item
Varaint
lookup
New Internal Item
Depends On
lookup
Items
New Internal Item
Dependents
lookup
Items
Component Types
Component Group
text
Component Types
Color
lookup
Color Options
Component Types
Color ID
text
Color.[Color ID].ListCombine()
Component Types
Products
lookup
Products.Filter([Variant Type].Contains(thisRow))
Products
Component Types
Components
lookup
Components.Filter([Component Group].Contains(thisRow))
Components
Tasks
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Tasks
Actions
text
concatenate(
button(
Print,
"",
switchif(Printed, "Blue", "Yellow"),
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-paper", "print")
),
" ",
switchif(
[Order Mechanism] = Task,
"",
button(
[Print Label/Breadcrumb],
"",
"Purple",
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-money", "feed-paper")
)
),
switchif([Order Mechanism] = Task, "", " "),
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
switchif(
[Order Mechanism] = Task,
[Create Order Record],
[Add to Cart]
),
"",
"Green",
switchif(
[Order Mechanism] = Task,
"",
[Order Qty].IsBlank(),
"+Qty",
[To Order] = 0 or [To Order].IsBlank(),
"",
[To Order]
),
"",
false,
"Small",
switchif(
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Task,
"lightning-bolt",
"add-shopping-cart"
)
)
)
Tasks
Card Size
lookup
Formats by Size
Tasks
Department
lookup
Departments
Tasks
Trigger
lookup
Trigger
Tasks
Relative Days to Trigger
duration
Tasks
Depends On
lookup
Items
Tasks
Finish Criteria
lookup
Finished
Tasks
Related Items
lookup
Items
Tasks
Dependents
lookup
Items.Filter([Depends On].Contains(thisRow))
Items
Tasks
Products
lookup
Products
Tasks
Components
lookup
Components
Tasks
More Actions
text
concatenate(
button(
[Calculate Lead Times],
"",
"Purple",
switchif(
[Calculated Avg. Lead Time].IsBlank(),
"",
[Calculated Avg. Lead Time].split("days").first()
.trim()
.ToNumber()
),
"",
false,
"Small",
"alarm-clock"
),
" ",
button(
Duplicate,
"",
"Pink",
"",
"",
false,
"Small",
"copy"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
New Task
Enter Item Name
text
New Task
Triggered
lookup
Trigger
New Task
Primary Supplier
lookup
External Suppliers
New Task
Internal Supplier
lookup
Locations
New Task
Location
lookup
Locations
New Task
Order Description
text
New Task
Order Qty
number
New Task
Secondary URL
link
New Task
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New Task
Order Mechanism
lookup
Order Mechanism
New Task
Created Order Card
lookup
Items
New Task
Order Units
text
New Task
Type
lookup
Item Type
New Task
Sub-Type
lookup
Item Sub-Type
New Task
Order Card Size
lookup
Formats by Size
New Task
Label Size
lookup
Formats by Size
New Task
Delete
button
DeleteRows(thisRow)
New Task
Unit Price
currency
New Task
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New Task
Production Priority
lookup
Priority
New Task
Production Batch
lookup
Production Batch
New Task
Secondary Supplier
lookup
External Suppliers
New Task
Sub-Location
lookup
Sub-Locations
New Task
Create
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],File,File,
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Use Case],
[Use Case],
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
DeleteRows(thisRow)
)
New Task
Component
lookup
Components
New Task
Previous Draft
button
thisTable.filter(Created(CurrentValue) < created(thisRow))
.MaxBy(
created(CurrentValue)
)
.WithName(
previous,
switchif(
previous.[Order Mechanism] = Production,
switchif(
[Advanced Mode],
openrow(previous, [New Internal Item], "Right"),
openrow(previous, [New Internal Item (Basic)], "Right")
),
previous.[Order Mechanism] = Task,
switchif(
[Advanced Mode],
openrow(previous, [New Task], "Right"),
openrow(previous, [New Task (Basic)], "Right")
),
switchif(
[Advanced Mode],
openrow(previous, [New External Item], "Right"),
openrow(previous, [New External Item (Basic)], "Right")
)
)
)
New Task
Next Draft
button
thisTable.filter(Created(CurrentValue) > created(thisRow))
.minBy(
created(CurrentValue)
)
.WithName(
next,
switchif(
next.[Order Mechanism] = Production,
switchif(
[Advanced Mode],
openrow(next, [New Internal Item], "Right"),
openrow(next, [New Internal Item (Basic)], "Right")
),
next.[Order Mechanism] = Task,
switchif(
[Advanced Mode],
openrow(next, [New Task], "Right"),
openrow(next, [New Task (Basic)], "Right")
),
switchif(
[Advanced Mode],
openrow(next, [New External Item], "Right"),
openrow(next, [New External Item (Basic)], "Right")
)
)
)
New Task
Department
lookup
Departments
New Task
Est. Days To Complete
duration
New Task
Trigger Days After Project Start
duration
Finished
Color Options
lookup
Color Options
Finished
Color ID
number
[Color Options].[Color ID]
Master Suppliers
Name
text
_color(Color.[Text Color], switchif([External Suppliers].IsNotBlank(),[External Suppliers].ToText(),Locations.IsNotBlank(),Locations.ToText(),Department.IsNotBlank(), Department.ToText() ).filter(CurrentValue.IsNotBlank()))
Master Suppliers
External Suppliers
lookup
switchif( RowId(thisRow)>[External Suppliers].count(),"", [External Suppliers].nth(RowId(thisRow)))
External Suppliers
Master Suppliers
Locations
lookup
switchif(
[External Suppliers].IsNotBlank() or
Locations.count() = 0,
"",
Locations.filter(CurrentValue.IsNotBlank())
.nth(
RowId(thisRow) - [External Suppliers].count()
)
)
Locations
Master Suppliers
Department
lookup
switchif(
Locations.IsnotBlank() or
[External Suppliers].IsnotBlank(),
"",
Locations.count() = 0 or
[External Suppliers].IsNotBlank(),
"",
Departments
.nth(
RowId(thisRow) - [External Suppliers].count() -
Locations.count()
)
)
Departments
Master Suppliers
Color
lookup
switchif(
Department.IsNotBlank(),
Department.Color,
Locations.IsNotBlank(),
Locations.Color,
[External Suppliers].IsNotBlank(),
[External Suppliers].Color,
""
)
.ListCombine()
Color Options
Master Suppliers
Color ID
number
Color.[Color ID]
View of Departments
Department
text
View of Departments
Color
lookup
Color Options
View of Departments
Locations
lookup
Locations.Filter(Department.Contains(thisRow))
Locations
Modals
Order Line Item Archive
lookup
Order Line Item Archive
PDF BOM
Item
lookup
[Order Line Item Archive] .Project.Items.ListCombine().filter(CurrentValue.[Order Mechanism]!=Task ).unique().filter(CurrentValue.IsNotBlank()).nth(RowId(thisRow))
Items
PDF BOM
Component
lookup
switchif(Item.IsNotBlank(),Item.Components,[Order Line Item Archive].Project.Product.Components.ListCombine().filter(CurrentValue.IsNotBlank()).nth(RowId(thisRow)-[Order Line Item Archive].Project.Items.ListCombine().unique().count())).first()
Components
PDF BOM
Total Price
currency
Item.[Unit Price].ListCombine()*Item.[Order Qty]
PDF BOM
Unit Price
currency
switchif(Item.[Unit Price].IsBlank(),"", Item.[Unit Price].ListCombine().ToNumber())
PDF BOM
Item Name
text
Item.Name
PDF BOM
Order Qty
number
Item.[Order Qty].ListCombine()* [Order Line Item Archive].Project.Items.listcombine().countif(CurrentValue=Item ).filter(CurrentValue!=0)
PDF BOM
Order Units
text
Item.[Order Units].ListCombine()
PDF BOM
Order Quantity
text
Concatenate([Order Qty]," ",[Order Units])
Internal Receiving
Item Name
text
Item.[Item Name].ListCombine()
Internal Receiving
Order Quantity
text
Concatenate(Quantity," ",Units)
Internal Receiving
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Internal Receiving
Status
lookup
Order Status
Workstation Dashboard
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
Workstation Dashboard
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Workstation Dashboard
Production Batch
lookup
Production Batch
Workstation Dashboard
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Workstation Dashboard
Priority
lookup
Priority
Task Layout (Basic)
Select
checkbox
Task Layout (Basic)
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Task Layout (Basic)
Actions
text
concatenate(
button(
Print,
"",
switchif(Printed, "Blue", "Yellow"),
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-paper", "print")
),
" ",
switchif(
[Order Mechanism] = Task,
"",
button(
[Print Label/Breadcrumb],
"",
"Purple",
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-money", "feed-paper")
)
),
switchif([Order Mechanism] = Task, "", " "),
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
switchif(
[Order Mechanism] = Task,
[Create Order Record],
[Add to Cart]
),
"",
"Green",
switchif(
[Order Mechanism] = Task,
"",
[Order Qty].IsBlank(),
"+Qty",
[To Order] = 0 or [To Order].IsBlank(),
"",
[To Order]
),
"",
false,
"Small",
switchif(
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Task,
"lightning-bolt",
"add-shopping-cart"
)
)
)
Task Layout (Basic)
Person
person
Task Layout (Basic)
Printed
checkbox
Task Layout (Basic)
Receiving Inclusion
checkbox
Task Layout (Basic)
Card Size
lookup
Formats by Size
Task Layout (Basic)
Label Size
lookup
Formats by Size
Task Layout (Basic)
Order Mechanism
lookup
Order Mechanism
Task Layout (Basic)
Internal Supplier
lookup
Locations
Task Layout (Basic)
Department
lookup
Departments
Task Layout (Basic)
Primary Supplier
lookup
External Suppliers
Task Layout (Basic)
URL 1
link
Task Layout (Basic)
Secondary Supplier
lookup
External Suppliers
Task Layout (Basic)
URL 2
link
Task Layout (Basic)
Location
lookup
Locations
Task Layout (Basic)
Sub-Location
lookup
Sub-Locations
Task Layout (Basic)
Min Qty
number
Task Layout (Basic)
Min. Units
text
Task Layout (Basic)
Order Qty
number
Task Layout (Basic)
Order Units
text
Task Layout (Basic)
Unit Price
currency
Task Layout (Basic)
Image (URL)
image
Task Layout (Basic)
Upload Image
image
Task Layout (Basic)
Notes
canvas
Task Layout (Basic)
More Actions
text
concatenate(
button(
[Calculate Lead Times],
"",
"Purple",
switchif(
[Calculated Avg. Lead Time].IsBlank(),
"",
[Calculated Avg. Lead Time].split("days").first()
.trim()
.ToNumber()
),
"",
false,
"Small",
"alarm-clock"
),
" ",
button(
Duplicate,
"",
"Pink",
"",
"",
false,
"Small",
"copy"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
New Task (Basic)
Enter Item Name
text
New Task (Basic)
Triggered
lookup
Trigger
New Task (Basic)
Primary Supplier
lookup
External Suppliers
New Task (Basic)
Internal Supplier
lookup
Locations
New Task (Basic)
Location
lookup
Locations
New Task (Basic)
Notes
canvas
New Task (Basic)
Order Description
text
New Task (Basic)
Min Qty
number
New Task (Basic)
Order Qty
number
New Task (Basic)
Link
link
New Task (Basic)
Secondary URL
link
New Task (Basic)
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New Task (Basic)
Order Mechanism
lookup
Order Mechanism
New Task (Basic)
Created Order Card
lookup
Items
New Task (Basic)
Min Units
text
New Task (Basic)
Order Units
text
New Task (Basic)
Type
lookup
Item Type
New Task (Basic)
Sub-Type
lookup
Item Sub-Type
New Task (Basic)
Order Card Size
lookup
Formats by Size
New Task (Basic)
Label Size
lookup
Formats by Size
New Task (Basic)
Saved
checkbox
New Task (Basic)
Delete
button
DeleteRows(thisRow)
New Task (Basic)
Image URL
image
New Task (Basic)
Image
image
New Task (Basic)
Unit Price
currency
New Task (Basic)
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New Task (Basic)
Production Priority
lookup
Priority
New Task (Basic)
Production Batch
lookup
Production Batch
New Task (Basic)
Secondary Supplier
lookup
External Suppliers
New External Item (Basic)
Enter Item Name
text
New External Item (Basic)
Triggered
lookup
Trigger
New External Item (Basic)
Primary Supplier
lookup
External Suppliers
New External Item (Basic)
Internal Supplier
lookup
Locations
New External Item (Basic)
Location
lookup
Locations
New External Item (Basic)
Notes
canvas
New External Item (Basic)
Order Description
text
New External Item (Basic)
Min Qty
number
New External Item (Basic)
Order Qty
number
New External Item (Basic)
Link
link
New External Item (Basic)
Secondary URL
link
New External Item (Basic)
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New External Item (Basic)
Order Mechanism
lookup
Order Mechanism
New External Item (Basic)
Created Order Card
lookup
Items
New External Item (Basic)
Min Units
text
New External Item (Basic)
Order Units
text
New External Item (Basic)
Type
lookup
Item Type
New External Item (Basic)
Sub-Type
lookup
Item Sub-Type
New External Item (Basic)
Order Card Size
lookup
Formats by Size
New External Item (Basic)
Label Size
lookup
Formats by Size
New External Item (Basic)
Saved
checkbox
New External Item (Basic)
Delete
button
DeleteRows(thisRow)
New External Item (Basic)
Image URL
image
New External Item (Basic)
Image
image
New External Item (Basic)
Unit Price
currency
New External Item (Basic)
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New External Item (Basic)
Production Priority
lookup
Priority
New External Item (Basic)
Production Batch
lookup
Production Batch
New External Item (Basic)
Secondary Supplier
lookup
External Suppliers
New Internal Item (Basic)
Enter Item Name
text
New Internal Item (Basic)
Triggered
lookup
Trigger
New Internal Item (Basic)
Primary Supplier
lookup
External Suppliers
New Internal Item (Basic)
Internal Supplier
lookup
Locations
New Internal Item (Basic)
Location
lookup
Locations
New Internal Item (Basic)
Notes
canvas
New Internal Item (Basic)
Order Description
text
New Internal Item (Basic)
Min Qty
number
New Internal Item (Basic)
Order Qty
number
New Internal Item (Basic)
Link
link
New Internal Item (Basic)
Secondary URL
link
New Internal Item (Basic)
Create & Print
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Use Case],
[Use Case],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Printed,
true,
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
true
)
),
OpenRow(
[Created Order Card],
[Print Format],
viewMode: "right"
),
DeleteRows(thisRow)
)
New Internal Item (Basic)
Order Mechanism
lookup
Order Mechanism
New Internal Item (Basic)
Created Order Card
lookup
Items
New Internal Item (Basic)
Min Units
text
New Internal Item (Basic)
Order Units
text
New Internal Item (Basic)
Type
lookup
Item Type
New Internal Item (Basic)
Sub-Type
lookup
Item Sub-Type
New Internal Item (Basic)
Order Card Size
lookup
Formats by Size
New Internal Item (Basic)
Label Size
lookup
Formats by Size
New Internal Item (Basic)
Saved
checkbox
New Internal Item (Basic)
Delete
button
DeleteRows(thisRow)
New Internal Item (Basic)
Image URL
image
New Internal Item (Basic)
Image
image
New Internal Item (Basic)
Unit Price
currency
New Internal Item (Basic)
Create & Add Another
button
runactions(
ModifyRows(
thisRow,
Saved,
false,
[Created Order Card],
modifyrows(
Items.filter(Name.IsBlank() and Printed = false)
.MinBy(
[Item Number]
),
Name,
[Enter Item Name],
Person,
Person,File,File,
[Use Case],
[Use Case],
[Secondary Supplier],
[Secondary Supplier],
[Finish Criteria],
[Finish Criteria],
Department,
switchif(
[Order Mechanism] = Production,
[Internal Supplier].Department,
[Order Mechanism] = Task,
Department,
Location.Department
),
[Label Size],
[Label Size],
[URL 2],
[Secondary URL],
[Production Batch],
[Production Batch],
SKU,
SKU,
[Order Description],
[Order Description],
[Avg. Time],
[Est. Days To Complete],
[Sub-Location],
[Sub-Location],
[Min Qty],
switchif(
[Min Qty].IsBlank() and
[Order Mechanism] = Task,
0,
[Min Qty]
),
Priority,
[Production Priority],
[Card Size],
[Order Card Size],
[Item Type],
Type,
[Sub-Type],
[Sub-Type],
[Relative Days to Trigger],
[Trigger Days After Project Start],
Trigger,
Triggered,
[Min. Units],
[Min Units],
[Order Qty],
switchif(
[Order Qty].IsBlank() and
[Order Mechanism] = Task,
1,
[Order Qty]
),
[Order Units],
[Order Units],
Location,
Location,
[Internal Supplier],
[Internal Supplier],
[Primary Supplier],
[Primary Supplier],
[Avg. Time],
[Est. Days To Complete],
[Unit Price],
[Unit Price],
Trigger,
Triggered,
[URL 1],
Link,
Dependents,
Dependents.listcombine(),
[Depends On],
[Depends On].listcombine(),
Notes,
Notes,
[Order Mechanism],
[Order Mechanism],
Products,
Product,
Components,
Component,
[Receiving Inclusion],
switchif(
[Order Mechanism] = Task,
true,
[Unit Price] >= [Receiving Minimum Dollar Format],
true,
false
),
[Image (URL)],
[Image URL],
[Upload Image],
Image,
Printed,
false
)
),
runactions(
switchif(
[Order Mechanism] = Production,
runactions([Draft Internal Item 7]),
[Order Mechanism] = Task,
runactions([Draft Process Item 2]),
runactions([Draft New Order Card 6])
)
),
DeleteRows(thisRow)
)
New Internal Item (Basic)
Production Priority
lookup
Priority
New Internal Item (Basic)
Production Batch
lookup
Production Batch
New Internal Item (Basic)
Secondary Supplier
lookup
External Suppliers
Packing List
Packing List
canvas
PO View
Name
text
_color(Color.[Text Color], Concatenate(Supplier," - #",[PO Number]).ToText())
PO View
PO
canvas
format(
[Order Document Templates].first()
.Template,
Logo
.image(
75, 0, "logo", "auto", false
),
concatenate(
[Company Name],
" - PO# ",
[PO Number]
),
today(),
[Company Name],
Supplier.totext(),
[Primary Contact],
[Primary Contact Phone Number],
[Primary Contact Email].totext(),
switchif(
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
.IsBlank(),
"",
concatenate(
" - ",
Supplier.[External Suppliers]
.[Vendor Number & Additional Info]
)
),
[Company Address],
"",
Supplier.[External Suppliers]
.[Primary Contact],
Supplier.[External Suppliers]
.[Primary Contact Phone],
Supplier.[External Suppliers]
.[Primary Contact Email]
.totext(),
Supplier.[External Suppliers]
.Address,
concatenate(
Supplier.[External Suppliers]
.CityState,
" ",
Supplier.[External Suppliers]
.[Zip Code]
),
[Good Through],
Supplier.[External Suppliers]
.[Vendor Number & Additional Info],
[Payment Terms].totext(),
[Shipping Terms].ToText()
)
PO View
Print PO
button
openrow(thisRow,[PO View],"Right")
PO View
Upload PO
attachments
PO View
PO Download Link
link
PO View
Step 4: Create Email
button
switchif(
[Email Draft].isblank(),
runactions(
openrow(
AddRow(
[Email Queue],
Supplier,
Supplier,
[Order Documents],
thisRow,
Complete,
"false",
Subject,
concatenate(
Subject, " PO #", [PO Number]
),
Body,
format(
Body,
Supplier.[External Suppliers]
.[Primary Contact]
.split(
" "
)
.first(),
hyperlink([PO Download Link].totext(), "here")
),
Owner,
user(),
Items,
[Line Items],
[Order Quantity],
[Line Items].[To Order]
),
[Email Queue],
"Right"
)
),
openrow([Email Draft], [Email Queue], "Right")
)
PO View
Email Draft
lookup
[Email Queue].Filter([Order Documents].Contains(thisRow))
Email Queue
PO View
Created on
dateTime
thisRow.Created()
PO View
Delete
button
DeleteRows(thisRow)
PO View
Project
lookup
Projects
PO View
Step 3: Create Link
button
ModifyRows(thisRow,[PO Download Link], _Deref_Object(_Merge([Upload PO]), "publicUrl"))
Shipping Terms
Shipping Terms
text
Shipping Terms
Color
lookup
Color Options
Shipping Terms
Color ID
number
Color.[Color ID]
Payment Terms
Payment Terms
text
Payment Terms
Color
lookup
Color Options
Payment Terms
Color ID
number
Color.[Color ID]
Outlook Emails
Subject
text
Outlook Emails
Sender
text
Outlook Emails
Body
canvas
Outlook Emails
Recipient
text
Outlook Emails
CC Email Addresses
text
Outlook Emails
Created Date
date
Print Format
Select
checkbox
Print Format
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Print Format
Actions
text
concatenate(
button(
Print,
"",
switchif(Printed, "Blue", "Yellow"),
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-paper", "print")
),
" ",
switchif(
[Order Mechanism] = Task,
"",
button(
[Print Label/Breadcrumb],
"",
"Purple",
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-money", "feed-paper")
)
),
switchif([Order Mechanism] = Task, "", " "),
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
switchif(
[Order Mechanism] = Task,
[Create Order Record],
[Add to Cart]
),
"",
"Green",
switchif(
[Order Mechanism] = Task,
"",
[Order Qty].IsBlank(),
"+Qty",
[To Order] = 0 or [To Order].IsBlank(),
"",
[To Order]
),
"",
false,
"Small",
switchif(
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Task,
"lightning-bolt",
"add-shopping-cart"
)
)
)
Print Format
Person
person
Print Format
Printed
checkbox
Print Format
Receiving Inclusion
checkbox
Print Format
Card Size
lookup
Formats by Size
Print Format
Label Size
lookup
Formats by Size
Print Format
Order Mechanism
lookup
Order Mechanism
Print Format
Internal Supplier
lookup
Locations
Print Format
Primary Supplier
lookup
External Suppliers
Print Format
Location
lookup
Locations
Print Format
Min Qty
number
Print Format
Min. Units
text
Print Format
Order Qty
number
Print Format
Order Units
text
Print Format
Unit Price
currency
Print Format
Notes
canvas
Print Format
More Actions
text
concatenate(
button(
[Calculate Lead Times],
"",
"Purple",
switchif(
[Calculated Avg. Lead Time].IsBlank(),
"",
[Calculated Avg. Lead Time].split("days").first()
.trim()
.ToNumber()
),
"",
false,
"Small",
"alarm-clock"
),
" ",
button(
Duplicate,
"",
"Pink",
"",
"",
false,
"Small",
"copy"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
Label View
Select
checkbox
Label View
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Label View
Actions
text
concatenate(
button(
Print,
"",
switchif(Printed, "Blue", "Yellow"),
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-paper", "print")
),
" ",
switchif(
[Order Mechanism] = Task,
"",
button(
[Print Label/Breadcrumb],
"",
"Purple",
SWITCHIF(
[Number of Selected Items] = 0 or Select = false,
"",
[Number of Selected Items]
),
"",
false,
"Small",
switchif(Select, "stack-of-money", "feed-paper")
)
),
switchif([Order Mechanism] = Task, "", " "),
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
" ",
button(
switchif(
[Order Mechanism] = Task,
[Create Order Record],
[Add to Cart]
),
"",
"Green",
switchif(
[Order Mechanism] = Task,
"",
[Order Qty].IsBlank(),
"+Qty",
[To Order] = 0 or [To Order].IsBlank(),
"",
[To Order]
),
"",
false,
"Small",
switchif(
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Task,
"lightning-bolt",
"add-shopping-cart"
)
)
)
Label View
Printed
checkbox
Label View
Receiving Inclusion
checkbox
Label View
Card Size
lookup
Formats by Size
Label View
Label Size
lookup
Formats by Size
Label View
Order Mechanism
lookup
Order Mechanism
Label View
Internal Supplier
lookup
Locations
Label View
Primary Supplier
lookup
External Suppliers
Label View
Location
lookup
Locations
Label View
Min Qty
number
Label View
Min. Units
text
Label View
Order Qty
number
Label View
Order Units
text
Label View
Unit Price
currency
Label View
More Actions
text
concatenate(
button(
[Calculate Lead Times],
"",
"Purple",
switchif(
[Calculated Avg. Lead Time].IsBlank(),
"",
[Calculated Avg. Lead Time].split("days").first()
.trim()
.ToNumber()
),
"",
false,
"Small",
"alarm-clock"
),
" ",
button(
Duplicate,
"",
"Pink",
"",
"",
false,
"Small",
"copy"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
)
)
Project Tasks
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Project Tasks
Target Completion Date
date
switchif(
Item = [Target Completion Date],
Project.[Target Completion Date],
[Actual Start].IsBlank(),
[Target Start],
[Actual Start]
) +
switchif([Target Duration].IsBlank(), 0, [Target Duration])
Project Tasks
Project
lookup
Projects.Filter([Items & Tasks].Contains(thisRow))
Projects
Project Tasks
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Project Tasks
Status
lookup
Order Status
Project Tasks
Department
lookup
switchif([Order Mechanism]=Task,Item.Department.ListCombine(), Location.Department.ListCombine())
Departments
Shopping Cart 2
Item
lookup
thisTable.filter(Name=Name and Name.IsNotBlank())
Items
Shopping Cart 2
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Shopping Cart 2
Receiving Inclusion
checkbox
Shopping Cart 2
Taxable
checkbox
Shopping Cart 2
Trigger
lookup
Trigger
Shopping Cart 2
Projects
lookup
Projects.Filter(Items.Contains(thisRow))
Projects
Shopping Cart 2
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Shopping Cart 2
Order Units
text
Shopping Cart 2
Order Description
text
Shopping Cart 2
Unit Price
currency
Shopping Cart 2
Order Price
currency
[Unit Price]*[To Order]
Shopping Cart 2
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
View of Order Line Item Archive
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
View of Order Line Item Archive
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
View of Order Line Item Archive
Status
lookup
Order Status
View 2 of Items
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
View 2 of Items
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
View 2 of Items
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
View 2 of Items
Receiving Inclusion
checkbox
View 2 of Items
Taxable
checkbox
View 2 of Items
Supplier
lookup
switchif(
[Order Mechanism].IsBlank() or
Name = "Target Completion Date" or
Name = "Project Start" or
and(
[Order Mechanism].contains(Task, Production).not(),
[Secondary Supplier].IsBlank(),
[Primary Supplier].IsBlank()
),
"",
[Order Mechanism] = Task and Department.IsBlank(),
"",
[Order Mechanism] = Task,
[Master Suppliers]
.filter(
Department = Department and
CurrentValue.Name.IsNotBlank()
),
[Order Mechanism] = Production,
[Master Suppliers]
.filter(
Locations = [Internal Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Use Secondary Supplier] and
[Secondary Supplier].IsNotBlank(),
[Master Suppliers]
.filter(
[External Suppliers] =
[Secondary Supplier] and
CurrentValue.Name.IsNotBlank()
),
[Master Suppliers]
.filter(
[External Suppliers] = [Primary Supplier] and
CurrentValue.Name.IsNotBlank()
)
)
Master Suppliers
View 2 of Items
Unit Price
currency
View 2 of Items
Total Price
currency
[Unit Price]*[Order Qty]
View 2 of Items
Order Description
text
View 2 of Items
Trigger
lookup
Trigger
View 3 of Items
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
View 3 of Items
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
View 3 of Items
Priority
lookup
Priority
Task Modal
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Task Modal
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Task Modal
Status
lookup
Order Status
Production Dashboard 2
Item Name
text
_color(
Color.[Text Color],
switchif(
Name.IsBlank(), [Unique ID], Name
)
)
Production Dashboard 2
To Order
number
([Times Added To Cart]*[Order Qty])+[Project-Specific Cart].[Order Qty].ListCombine().sum()
Production Dashboard 2
Internal Supplier
lookup
Locations
Production Dashboard 2
Projects
lookup
Projects.Filter(Items.Contains(thisRow))
Projects
Production Dashboard 2
Cart Actions
text
Concatenate(
button(
switchif(
[Order Mechanism] = Task or [Order Mechanism] = [3rd Party],
[Create Order Record],
Action
),
"",
switchif(
Flag.IsNotBlank(),
"Red",
[Order Mechanism] = Production and Priority != [In Process],
"Purple",
[Order Mechanism] = Online and [In Cart] = false,
"Pink",
[Order Mechanism] = Online and [In Cart],
"Green",
"Blue"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"finish-flag",
[Order Mechanism] = Production,
"gears",
[Order Mechanism] = Email,
"filled-sent",
[Order Mechanism] = PO,
"document",
[Order Mechanism] = Shopping,
"shop",
[Order Mechanism] = Online and [In Cart] = false,
"external-link-squared",
[Order Mechanism] = Online and [In Cart] = true,
"create-new"
)
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
[Remove From Cart],
"",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"Yellow",
"Red"
),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production and Priority = [In Process],
"deployment",
[Order Mechanism] = Production,
"cancel",
"clear-shopping-cart"
)
),
" ",
button(
[Create/Open SOP],
"",
"Blue",
"",
"",
false,
"Small",
"assignment-turned-in"
),
switchif(
[Order Mechanism] = Online and [In Cart],
concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
),
switchif(
[Order Mechanism].contains(PO, Email),
Concatenate(
" ",
button(
[Create Order Record],
"",
"Green",
"",
"",
false,
"Small",
"create-new"
)
),
""
),
switchif(
Surplus.IsNotBlank(),
concatenate(
" ",
button(
[Use Surplus],
"",
"Green",
"",
"",
false,
"Small",
"ingredients"
),
" "
),
""
),
switchif(
[Secondary Supplier].IsBlank() and
[Internal Supplier].IsBlank(),
"",
Concatenate(
" ",
button(
switchif(
[Order Mechanism] = Production,
[Workstation Dashboard],
[Switch Suppliers]
),
"",
switchif([Order Mechanism] = Production, "Green", "Purple"),
"",
"",
false,
"Small",
switchif(
[Order Mechanism] = Production, "dashboard", "swap"
)
)
)
)
)
Production Dashboard 2
Priority
lookup
Priority
Task Management
Name
text
_color(
Color.[Text Color],
switchif(
Item.[Order Mechanism] = Task,
Concatenate(
switchif(Project.IsNotBlank(), Concatenate(Project, " - ")),
Item
)
.totext(),
concatenate(
Item, " - ", [Created Date].datetimeTruncate("day")
)
.totext()
.withname(
name, name.left(name.Length() - 5)
)
)
)
Task Management
Target Completion Date
date
switchif(
Item = [Target Completion Date],
Project.[Target Completion Date],
[Actual Start].IsBlank(),
[Target Start],
[Actual Start]
) +
switchif([Target Duration].IsBlank(), 0, [Target Duration])
Task Management
Project
lookup
Projects.Filter([Items & Tasks].Contains(thisRow))
Projects
Task Management
Actions
text
Concatenate(
button(
Advance,
"",
switchif(
Status = Ordered and
Item.[Order Mechanism].contains(Task),
"Blue",
"Green"
),
"",
"",
false,
"Small",
Icon
),
" ",
switchif(
[Order Mechanism].contains(Task, Production) or
Supplier.[External Suppliers]
.[Primary Contact Email]
.IsBlank(),
"",
Concatenate(
button(
[Email Supplier],
"",
"Blue",
"",
"",
false,
"Small",
"filled-sent"
),
" "
)
),
button(
[Record Issue],
"",
"Yellow",
"",
"",
false,
"Small",
"high-priority"
),
" ",
button(
Edit, "", "Orange", "", "", false, "Small", "pencil"
),
" ",
button(
Delete, "", "Red", "", "", false, "Small", "trash"
),
switchif(
Finish = [Link Opened],
Concatenate(
" ",
button(
[Open Link],
"",
"Pink",
"",
"",
false,
"Small",
"external-link-squared"
)
)
)
)
Task Management
Status
lookup
Order Status
Task Management
Person
person
Task Management
Department
lookup
switchif([Order Mechanism]=Task,Item.Department.ListCombine(), Location.Department.ListCombine())
Departments
Task Management
Supplier
lookup
Master Suppliers