Hi,
I'm trying to manage and create a Case Management Data Base for users to manage specific customers.
Background: I have very limited knowledge on how to use APEX but have thus far been able to upload data from a CSV file, into a table.
This will be my reference or MASTER list that all new data is added.
What I would like to figure out is how do I go about creating a report that allows me to 'edit' if you will, or 'update' the table with additional fields.
Some have mentioned that I will need to learn how to create triggers, DML and indexes.
Here is made up sample of the Master List
| Customer Name | Customer Contact Number | Info 1 | Product Request | Info 2 | Submission Date | Info 3 | Requested Date | Info 4 | Appointment Date | New Account # | 1st Invoice Date | Order Status | Rework Required? | Order Held? | Case Age | Call Back Date | Call Back Notes |
| Sample 1 | 0100010000 | | Product A | | 1/01/2015 | | 15/01/2015 | | 20/01/2015 | | | | | | | | |
| Sample 2 | 0100010002 | | Product B | | 1/01/2015 | | 15/01/2015 | | 18/01/2015 | | | | | | | | |
| Sample 3 | 0100010003 | | Product C | | 1/01/2015 | | 15/01/2015 | | 17/01/2015 | | | | | | | | |
| Sample 4 | 0100010004 | | Product A | | 1/01/2015 | | 15/01/2015 | | 19/01/2015 | | | | | | | | |
| Sample 5 | 0100010005 | | Product B | | 1/01/2015 | | 15/01/2015 | | 20/01/2015 | | | | | | | | |
What I would like the report to do is allow me to retrieve the data, filter out the INFO 1, 2, 3, 4 as that's Data I do not need to present (but is part of the original file I upload via CSV) and for me to then update the table, or insert the data above into a new table, which I called AGENT TABLE. It contains additional columns or fields for me to enter data to.
To add to that, I would like a function to 'assign' it to a particular Case Management Agent - So each individual will have a Unique ID for Example.. A12345, A12346, A12347, A12348 and so forth.
| Customer Name | Customer Contact Number | Product Request | Submission Date | Requested Date | Appointment Date | New Account # | 1st Invoice Date | Order Status | Rework Required? | Order Held? | Case Age | Call Back Date | Call Back Notes |
| Sample 1 | 0100010000 | Product A | 1/01/2015 | 15/01/2015 | 20/01/2015 | | | | | | | | |
| Sample 2 | 0100010002 | Product B | 1/01/2015 | 15/01/2015 | 18/01/2015 | | | | | | | | |
| Sample 3 | 0100010003 | Product C | 1/01/2015 | 15/01/2015 | 17/01/2015 | | | | | | | | |
| Sample 4 | 0100010004 | Product A | 1/01/2015 | 15/01/2015 | 19/01/2015 | | | | | | | | |
| Sample 5 | 0100010005 | Product B | 1/01/2015 | 15/01/2015 | 20/01/2015 | | | | | | | | |
With PRODUCT and ORDER STATUS I would like it so I can select from a drop down list.
I hope that makes sense. Please contact or reply and i'll do the best I can to explain what I'm trying to achieve (I'm still relatively new to this)
Thank you all and hoe to hear from the community soon.