Needing help linking child records to a parent record.
I have 3x tables;
Products,
Enquiry line items,
Order overview.
Products are Actioned by user which adds Product to enquiry line items via a form.
I want to then link all these records (from enquiry line items) to a new parent record in order overview created via a form (to add delivery address and Date required into order overview record (which will be referenced to the linked enquiry items).
If the user adding line items to the oder, is a logged in user then an Automation on AT should help to consolidate the line items under the same order id.
I can help you set this up if you need quick assistance.
The problem is there is no Order record at the time the Line items are created.
The Line items sit in a Table in Softr (after being added from products table) with a pending status, and i have a form to select delivery addresses from Order table.
When clicking submit button on form this should link all these relevant records from the line items table to the newly created parent record in Orders table and update status for both Orders and Line items.
Not having an order record should not be a problem. The order data can be added to system at the time the user enters its address or complementary info.
The important thing to answer is if the user placing the order is a logged in user. This will help us consolidate the line items under the same order id.