I create header controls but I can create a detail capture form, I need to capture Item, description and Amount
Hello rene,
I’m not sure exactly what your asking, but it sounds like you want to create a web page where a user would add the actual details of an invoice directly into a web form? As in, enter an item number, description, price, number of items, then click on Add, and continue until the invoice is complete?
Yes that I need to do and then get it with planet press connect and print a report
Are you sure this is really what you want to do? Do you have absolutely no ERP system that can handle this type of task? Billing software? Anything?
I’m not saying Connect can’t do that - it can. But there are many hurdles you’ll have to go through before you have a functional input/output. Notably:
- A dynamic form with a variable number of detail lines is a little harder in 1.2 (1.3 has an example of this with a timesheet). Here’s a hint, but there’s currently no Connect tool to do it automatically.
- The input data from your form will be all “flat” and have no structure, only the field names to go on. This means your Data Mapping Configuration receiving this data will need to use more advanced, complex features like using XPATH to filter the fields. Again, there is not UI tool for this, it has to be done manually.
- If you want to save the data somewhere, you’ll have to setup a database along with all the processes that interact with it. Not a trivial thing to do.
All and all, I’m suggesting that you look into an actual ERP or EDM system, whichever corresponds to your needs, and then use PlanetPress Connect (as well as Workflow) as when necessary. In the long run, this will benefit you greatly!