How to create a purchase order form that allows to add more item and calculate total?

  • DingleWhiskey
    Asked on August 22, 2019 at 9:15 AM

    Hi,

    I would like to create a form for purchase orders that need pre-approval before spending.

    I would need a way for the user to click and "add button" and this would display a text box for a description, a numeric box for the quantity and then a total box that calculates the total.

    Then if the user requires, they can add more items to the purchase order and so on using the add button.

    The idea then being that the form will calculate the total and assign a PO number which is then emailed off. 

    I've tried this a few different ways but can't work out a way to do it. I've experimented with dynamic lists, multiple text fields and even the purchase order widget but to no avail.

    Am I stretching the limits of jotform with this request? None of PO templates you have available seem to cover what I need. 

    Any help would be much appreciated!

  • Jed_C
    Replied on August 22, 2019 at 10:42 AM

    Your requirement needs a custom solution since Jotform doesn't have a widget that does what you want.

    Here's what you need.

    1). Add a radio button that asks them if they want to add more items or not

    1566484950Thread 1936415 — custom PO   Screenshot 10

    2). Create conditional rule to show the hidden fields if answer is "Yes" https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    3). The payment field needs to be set as "User defined" so you can pass the total value to your payment field https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field

    4). Add form calculation widget to calculate total http://widgets.jotform.com/widget/calculation

    Kindly check my short sample form here https://form.jotform.com/92334614357963. Let us know if that is what you want to apply into your form.

    Looking forward for your response. 

  • DingleWhiskey
    Replied on August 23, 2019 at 5:21 PM

    Hi, thanks for the quick response. Using your suggestion I was able to implement a solution. Thank you very much!