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Print view: invoice form calculations

Hi, I'm new to Ninox. I've worked with Filemaker for many years and always found it fairly intuitive. I'm working on a mac and downloaded the Ninox app, using iCloud. 

I created a sample invoice form for my design business. What I can't figure out is how to create multi-line entries for items (services, reimbursements, etc.). I did a workaround with multi-line text fields but they don't always line up across and they don't calculate.

Also, is there a way to have fields 'slide up' if the field is empty? For example, in FMP, if the department field was empty, the address field would slide up.

Thank you

Screen Shot 2019-09-11 at 1.57.10 PM

10 replies

null
    • SECOS Group
    • quartz_cap
    • 4 yrs ago
    • Reported - view

    For your line items, you would be best creating a composition table under invoices. For each line item, you would add a new record.

    The composition table would have fields like product code/description/qty/unit/unit price/sub-total etc

    In your print layout, you can then have that show as a subtable, and use formulas to calculate the totals etc. You can even use the "sum" feature of the table to calculate the sub-total

    • SECOS Group
    • quartz_cap
    • 4 yrs ago
    • Reported - view

    Capture

    Screenshot to give you an idea of layout in table

    • SECOS Group
    • quartz_cap
    • 4 yrs ago
    • Reported - view

    Capture

    and print view

    • Bas
    • 4 yrs ago
    • Reported - view

    Hi,

    The "Invoice" template contains an Invoice table that contains such "line items". Have you already tried this template? (Do you know where you can find it?)

    -Bas

    • jweiner
    • 4 yrs ago
    • Reported - view

    Thanks for all your suggestions. I'm working on them but it's slow going as I'm new to coding.

    Bas, I'm working on the desktop version of Ninox on a mac and as far as I can tell, the invoice table is not available as described in the manual. It's only available online. So, I created my own based on a Filemaker Pro layout.

    Steven, I tried your code for the slide-up address block but it only returns the CSZ (city, state, zip). Not sure what I'm doing wrong.

    let t := this;
    let s := "";
    let a := [t.To, t.Department, t.Company, t.'Street Address'];
    let p := "";
    for i in range(0, 4) do
    p := item(a, i);
    if length(p) > 0 then
    s := s + p + "
    "
    end
    end;
    CSZ

    Someone else posted this code which gathers all fields in a block but does not slide-up.

    if To then
    To + "
    "
    else
    null
    end + if Department then
    Department + "
    "
    end + if Company then
    Company + "
    "
    else
    null
    end + if 'Street Address' then
    'Street Address' + "
    "
    else
    null
    end + if CSZ then
    CSZ + "
    "
    end

    Any thoughts would be appreciated,

    Joyce

    • Bas
    • 4 yrs ago
    • Reported - view

    Hi Joyce,

    Could you please try the following for me? 

    Open Ninox

    Close the current database (if one would be open; I don't think it will...)

    Go to the Menubar

    Click on Database

    Click on New Database...

    You should see the following: Choose a template to start with

    Click on "Invoice".

    Decide where you would like to store this database (using iCloud or locally on your Mac) and finally click Create database.

     

    This should open the example database?

     

    Let me know how this goes. (We will help you with the formulas later on...)

     

    -Bas

    • Bas
    • 4 yrs ago
    • Reported - view

    PS And a very warm welcome to Ninox too! It's a great product. Just hang in there while you overcome the initial learning curve; fairly steep indeed... No worries though; Ninox comes with an excellent support team and a "sharing is caring" community...

    • jweiner
    • 4 yrs ago
    • Reported - view

    Ah ha! Thank you SO much, Bas! Not sure why I didn't see the invoice print preview when I first started. Hopefully, this has answered all my questions.

    Regards,

    Joyce

    • Bas
    • 4 yrs ago
    • Reported - view

    You are very welcome Joyce (I am just paying it forward :)).

     

    If not, shoot.

     

    Good luck and have fun,

    Bas

Content aside

  • 4 yrs agoLast active
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