Spec for AI to build RTS Slip
Just can’t get it working??
Note: I am using the improved version of AppSheets
Samples of data sources:
RTSclean
ID |
transaction |
comment |
warehouse |
product |
stock.long description |
stock.bin |
quantity |
cost |
date |
type |
value |
Supplier Name |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ID-1 |
10037 |
S006 |
01 |
13133 |
150mm GALV M.I ELBOW 90 F/F MECH90 |
G/0/36 |
-10 |
670 |
Sat Jul 05 2025 09:00:00 GMT+0200 (South Africa Standard Time) |
RTS |
-6700 |
STEWARTS & LLOYDS HOLDINGS PTY |
ID-2 |
10037 |
S006 |
01 |
10239 |
150mm GALV M.I EQUAL TEE Q130 |
G/0/32 |
-3 |
825 |
Sat Jul 05 2025 09:00:00 GMT+0200 (South Africa Standard Time) |
RTS |
-2475 |
STEWARTS & LLOYDS HOLDINGS PTY |
Select RTS
ID |
RTS |
Date |
Time |
Supplier code |
Supplier name |
Slip ID |
RTS List |
|---|---|---|---|---|---|---|---|
30679c8f |
6/6/2025 |
15:14:40 |
SUNRIDGE IMPORTERS & WHOLESALERS |
10039 , 10041 , 10042 , 10044 |
|||
dc4a077a |
6/6/2025 |
15:19:20 |
SUNRIDGE IMPORTERS & WHOLESALERS |
10039 , 10041 , 10042 , 10044 |
Required Views:
- select RTS by supplier
The first view is a form, display “select RTS by supplier”.
The input field is to select the supplier name from a drop down list. The list is found in [RTSclean], [Supplier Name]. The list must be unique values only (unique eliminate duplicates). The user selects only one. The selection is recorded in Table: Select RTS, [Supplier name]. On save the next view is displayed ‘Select the supplier transaction code’.
- Select the supplier transaction code
Text field to display the selected supplier.
Input field to display the list of transaction codes for the selected supplier.
The list must be calculated: Use the supplier name selected, find all unique transaction codes in RTSclean, transaction.
Write a detailed step by step instruction to build this solution using AppSheet. Make the instructions simple to follow.
Phase 1: Initial App Setup & Data Source Integration
- Create Your AppSheet Application:
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Go to the AppSheet platform.
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Start a new application, choosing to begin from your existing data source (e.g., Google Sheet or Excel file) that contains your RTSclean and Select RTS tables.1. Add Tables to AppSheet:
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In the AppSheet editor, navigate to Data > Tables.
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Click + Add New Table.
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Select your data source and add both the RTSclean and Select RTS tables.
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Configure Table Permissions:
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For the RTSclean table: Click its name, go to Updates, and set permissions to Read-Only. This prevents users from altering your source data.
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For the Select RTS table: Click its name, go to Updates, and set permissions to Adds, Deletes, Updates. This allows the app to create and modify records.
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- Configure Select RTS Table Columns:
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Navigate to Data > Columns and select the Select RTS table.
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ID Column:
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Set Type to Text.
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Mark the Key checkbox as Yes.
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Set Initial Value to the expression: UNIQUEID().
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Set Show? to No (for final user experience) and Editable? to No.
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- Supplier name Column:
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Set Type to Text.
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In the Valid If property, enter the expression: SORT(UNIQUE(SELECT(RTSclean, ISNOTBLANK()))).
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Set Auto-complete to On.
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Ensure Show? is Yes and Editable? is Yes.
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- Selected Transaction Code Column:
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Set Type to Enum (for single selection) or EnumList (for multiple selections).
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In the Valid If property, enter the expression: SORT(UNIQUE(SELECT(RTSclean[transaction], =.))).
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Set Auto-complete to On.
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Ensure Show? is Yes and Editable? is Yes.
Phase 2: Designing “Select RTS by Supplier” View (The First Form)
- Create the Form View:
- Navigate to UX > Views.
- Click + New View.
- View Name: Select RTS by Supplier.
- View Type: Form.
- For Table: Select RTS.
- View Position: Set to Ref.
- Columns to Show in Form: Under the Columns section, explicitly select Supplier name.
Phase 3: Implementing Navigation and Context Transfer
- Create the Navigation Action:
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Navigate to Behavior > Actions.
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Click + New Action.
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Action Name: Go to Select Transaction Code Form.
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For a record of this table: Select RTS.
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Do this: App: go to another view within this app.
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Target: Enter the expression: LINKTOFORM(“Select Transaction Code”, “ID”,.). This ensures the second form opens the same record.
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- Attach Action to Form Save:
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Navigate back to UX > Views.
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Select your Select RTS by Supplier view.
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Scroll to the Behavior section.
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Under the Form Saved property, select the action you just created: Go to Select Transaction Code Form.
Phase 4: Designing “Select Transaction Code” View (The Second Form)
- Create the Form View:
- Navigate to UX > Views.
- Click + New View.
- View Name: Select Transaction Code.
- View Type: Form.
- For Table: Select RTS.
- View Position: Set to Ref.
- Columns to Show in Form:
- Supplier name (This will display the selected supplier from the previous form).
- Selected Transaction Code (This is where the user will select the transaction).
Phase 5: Testing and Validation
- Test Case 1: Initial Form Display
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Action: Open the AppSheet application.
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Expected Outcome: The “Select RTS by Supplier” form loads, displaying the Supplier name dropdown populated with unique, sorted supplier names.1. Test Case 2: Supplier Selection and Navigation
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Action: Select a supplier from the Supplier name dropdown and click “Save.”
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Expected Outcome: The app seamlessly navigates to the “Select Transaction Code” form without any blank screens.1. Test Case 3: Context Preservation
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Action: On the “Select Transaction Code” form, observe the Supplier name field.
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Expected Outcome: It correctly displays the supplier name selected in the previous form.1. Test Case 4: Dynamic Transaction Dropdown
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Action: Click on the Selected Transaction Code input field.
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Expected Outcome: The dropdown displays only transaction codes associated with the supplier selected in the first step.1. Test Case 5: Saving the Second Form
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Action: Select a transaction code and click “Save.”
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Expected Outcome: A new row is added to your Select RTS data source, containing both the Supplier name and Selected Transaction Code in the same record.
PHASE 1: Initial App & Data Setup