Working with a single list has its own limitations. As the business grows the capability to work with multiple lists together becomes more and more crucial. Let us take the example of an Order & Dispatch scenario.
I have been working with two different lists, a Customer List and an Order List. Now, that I have already aligned my orders I want to make a delivery list quickly and send it to the dispatch team. Having both lists in separate spreadsheets the only option is to manually match the order numbers with the customer details and create a separate sheet.
If I were to go for an application this would be a classic case for a master-detail relationship, but I’m not ready for that yet. CollateBox provides a rather elegant way to achieve this. Something it calls “Combined Lists”. I only have to tell it whats common between the Order List and Customer List (the order number) and it does the rest. I now have a Delivery List (view) without repetitive data.
Wondering how we did it? Check out how to create a basic Master Details using CollateBox. We have written a detailed post for you in our forum.
This Order Delivery list can be further used to do multiple analyses and find out the count of orders per location, which customer is giving us more business, and much more. Well, this is just the beginning. I’ll expand more on this on my subsequent posts on this subject.
Tada for now,