Forum Stats

  • 3,827,381 Users
  • 2,260,767 Discussions
  • 7,897,222 Comments

Discussions

Categories

Is it possible to edit reports, extracted from a table, that one can add additional line items/data

Telstra_Chris
Telstra_Chris Member Posts: 1
edited Jun 18, 2015 6:13AM in APEX Discussions

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 NameCustomer Contact NumberInfo 1Product RequestInfo 2Submission DateInfo 3Requested DateInfo 4Appointment DateNew Account #1st Invoice DateOrder StatusRework Required?Order Held?Case AgeCall Back DateCall Back Notes
Sample 10100010000 Product A 1/01/2015 15/01/2015 20/01/2015
Sample 20100010002 Product B 1/01/2015 15/01/2015 18/01/2015
Sample 30100010003 Product C 1/01/2015 15/01/2015 17/01/2015
Sample 40100010004 Product A 1/01/2015 15/01/2015 19/01/2015
Sample 50100010005 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 NameCustomer Contact NumberProduct RequestSubmission DateRequested DateAppointment DateNew Account #1st Invoice DateOrder StatusRework Required?Order Held?Case AgeCall Back DateCall Back Notes
Sample 10100010000Product A1/01/201515/01/201520/01/2015
Sample 20100010002Product B1/01/201515/01/201518/01/2015
Sample 30100010003Product C1/01/201515/01/201517/01/2015
Sample 40100010004Product A1/01/201515/01/201519/01/2015
Sample 50100010005Product B1/01/201515/01/201520/01/2015

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.

Tagged:
· Share on TwitterShare on Facebook
This discussion has been closed.