have you tried to implement the inlineformset_factory function within your views? if not then give a try to inlineformset_factory. because through inlineformset_factory you can populate data of different models through a single form. for now it looks a solution to me.
On Wed, Jun 23, 2021 at 6:35 PM David Crandell <guitardave8077@gmail.com> wrote:
Sorry customer is inherited from these typesclass BaseInfo(models.Model):
contact1_first_name = models.CharField(help_text='Primary Contact First name', max_length=50, default=None)
contact1_last_name = models.CharField(help_text='Primary Contact Last name', max_length=50, default=None)
address1 = models.CharField(help_text='Address 1', max_length=50, default=None)
address2 = models.CharField(help_text='Address 2', max_length=50, default=None, blank=True)
city = models.CharField(help_text='City', max_length=50, default=None)
state = models.CharField(help_text='State', max_length=50, default=None)
zip_code = models.CharField(help_text='Postal/ZIP', max_length=20, default=None)
phone = models.CharField(help_text='Phone', max_length=20, default=None)
email = models.EmailField(default=None)
class Prospects(BaseInfo):
associations = models.CharField(max_length=200, default=None, null=True, blank=True)
company_name = models.CharField(help_text='Company Name', max_length=200, default=None)
contact2_first_name = models.CharField(max_length=50, null=True, blank=True)
contact2_last_name = models.CharField(max_length=50, null=True, blank=True)
contact2_phone = models.CharField(help_text='Phone', max_length=20, default=None, null=True, blank=True)
contact2_email = models.EmailField(default=None, null=True, blank=True)
fax = models.CharField(max_length=20, null=True, blank=True)
mobile = models.CharField(max_length=50, default=None, blank=True, null=True)
web_address = models.CharField(max_length=50, null=True, blank=True)
date_entered = models.DateTimeField(auto_now_add=True)
is_active = models.BooleanField(default=True)
date_turned_off = models.DateTimeField(default=None, null=True, blank=True)
notes = models.TextField(help_text='Notes', null=True, blank=True, default=None)--On Wednesday, June 23, 2021 at 8:34:07 AM UTC-5 David Crandell wrote:Thank you for your reply.here are my models. Forms below.MODELSclass Customers(Prospects):
cust_id = models.IntegerField(default=0)
vertical_cat = models.IntegerField(default=0)
custom_cat = models.IntegerField(default=0)
logo = models.ImageField(default='default.png', upload_to='media/cust-logos/')
max_scripts = models.IntegerField(default=0)
branch_custom_scripts = models.BooleanField(default=False)
receive_emails = models.BooleanField(default=True)
customer_rep_id = models.SmallIntegerField(default=0)
customer_writer_id = models.SmallIntegerField(default=0)
customer_male_vt_id = models.SmallIntegerField(default=0)
customer_fem_vt = models.SmallIntegerField(default=0)
customer_sales_rep = models.SmallIntegerField(default=0)
contract_date_first = models.DateTimeField(default=None, null=True, blank=True)
contract_date_renewal = models.DateTimeField(default=None, null=True, blank=True)
contract_billing_type = models.CharField(max_length=200, null=True, blank=True)
anniversary = models.DateTimeField(default=None, null=True, blank=True)
is_on_contract = models.BooleanField(default=False)
internal_flag = models.IntegerField(default=0)
shuff_freq_pref = models.SmallIntegerField(default=0)
shuff_freq_upd = models.DateTimeField(default=None, null=True, blank=True)
shuff_freq_7 = models.BooleanField(default=True)
shuff_freq_14 = models.BooleanField(default=True)
shuff_freq_30 = models.BooleanField(default=True)
shuff_freq_60 = models.BooleanField(default=True)
shuff_freq_90 = models.BooleanField(default=True)
shuff_freq_180 = models.BooleanField(default=False)
shuff_walk_thru = models.DateTimeField(default=None, null=True, blank=True)
shuff_walk_thru_by = models.SmallIntegerField(models.ForeignKey(Emp, on_delete=models.CASCADE), default=0)
cust_classification = models.ForeignKey(CustomerClasses, on_delete=models.CASCADE)
date_updated = models.DateTimeField(auto_now=True, null=True, blank=True)
updated_by = models.SmallIntegerField(default=0)
audit_note = models.TextField(default=None, null=True, blank=True)
audit_exception = models.BooleanField(default=False)
audit_date = models.DateTimeField(auto_now_add=True)
script_exception = models.BooleanField(default=False)
script_exception_date = models.DateTimeField(default=None, null=True, blank=True)
reports_exception = models.BooleanField(default=False)
reports_exception_date = models.DateTimeField(default=None, null=True, blank=True)
using_script_credits = models.BooleanField(default=False)
def __str__(self):
return self.company_name
def get_absolute_url(self):
return reverse('cust-detail', args=[self.id])
class CustomerRegions(models.Model):
region = models.CharField(max_length=100)
customer = models.ForeignKey(Customers, on_delete=models.CASCADE)
def __str__(self):
return self.regionFORMSclass CustomerForm(forms.ModelForm):
class Meta:
model = Customers
fields = 'company_name', 'contact1_first_name', \
'contact1_last_name', 'email', 'contact2_first_name', \
'contact2_last_name', 'contact2_email', \
'contact2_phone', 'address1', 'address2', \
'city', 'state', 'zip_code', 'phone', \
'mobile', 'web_address', 'notes', \
'cust_classification', 'logo'class RegionWCust(forms.ModelForm):
class Meta:
model = CustomerRegions
fields = ('region',)On Tuesday, June 22, 2021 at 9:47:26 PM UTC-5 abubak...@gmail.com wrote:please share your related models and form as well.On Wed, Jun 23, 2021 at 1:22 AM David Crandell <guitard...@gmail.com> wrote:Hello, I come from a platform where I built out forms and then manually wrote insert statements from the form input entering all the data at once.What I want to do is enter a customer (one table), have it populate a master region with the same name (another table), then fill out a master location record (another table) and then create a user from the person profiled in the customer information (another table)I'm trying to go to the next page which is a location form and pass the value of the customer ID to the region form included on the same page.There has to be a better way to do this. I still have no idea how to combine and enter information into multiple models from one form. The ORM is cool but it seems so limited. I guess I just don't understand it.class CustomerCreateView(View):
template_name = 'ohnet/customer_form.html'
form_class = CustomerForm
rform = RegionWCust
def get(self, request, *args, **kwargs):
form = self.form_class
rform = self.rform
return render(request, self.template_name, {'form': form, 'rform': rform})
def post(self, request, *args, **kwargs):
form = self.form_class(request.POST, request.FILES)
rform = self.rform(request.POST)
if form.is_valid() and rform.is_valid():
form.save()
obj = Customers.objects.latest('id')
f = rform.save(commit=False)
f.customer_id = obj
f.save()
messages.success(request, f'Customer entered successfully')
return redirect('ohnet:custlocs-new', obj)--
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