Updating Inventory with Values from Another Sheet

What Will You Learn?

• When to Use It
• Creating an Update Value on Another Sheet Button

Key Concepts

If you want to update field values in sheet A's records according to the values in a record from sheet B, you can use the Update Value on Another Sheet Action Button. There are two common use cases:

(1) In the merchandising business, you may modify the "Inventory Field" in "Products List" according to the "Outgoing Quantity Field" in "Delivery Note".

(2) When handling accounts payable, you may update the "Payment Status Field" in "Purchase Order" according to the "Payment Status Field" in "Material Bill".

Creating an Update Value on Another Sheet Button

In this example, we will update the "Total Qty" field in the "Inventory" sheet based on the "Qty" field in the "Outgoing Stock" sheet.

Navigate to the Design Mode on your form page, and click Form Tools. You'll see Update Value on Another Sheet.

Choose the sheet to be updated from the pop-up window. You will be able to configure the conditions for ways to update "Inventory" records as explained further below:

After completing the settings, click the button to update the inventory. In addition, a reverse button is available in case the action is executed incorrectly.