Hi everyone. My school kids charter app is progressing nicely, but I’m still stuck at creating an Onboarding form and a Booking form. Time has now basically run out because I wanted to implement it before the 21st, when we do our next school run. So I’m turning to you experts to please quote me on these 2 forms.
My difficulties are:
Setting up an onboarding process for new users, meaning the parents who want to use our service. If new, add themselves to the Users table and on completion add their children to the Passengers table. If not new, and their data is not complete, edit their proflle and complete it.
Getting the data together for the Booking form. I need a calculated date for each trip, the logged-in user’s details, their children who’ll be on the bus’s details and the pickup and drop-off point details. All that data is available in tables.
Once the Bookings are done for that day (or for the weekend since parents normally do one booking for both directions), create a Schedule form for everyone’s use. The drivers must be able to edit it (parents and children not) e.g. to change pickup or drop-off times or add/remove kids from the schedule if there are late changes. They will also check off everyone when boarding, which will add the current time to the Trips table too. Kids will check the schedule for pick-up times, parents to confirm pick-up (checkbox) and ETA at the bus stop.
Maybe at a later date, depending of price, I need to send out invoices. The cost to the parent for the trip should be available immediately upon booking.
If interested, pls contact me per email (even before you quote) and I will supply you with more details and the link to the Development version of the app.
I’m currently on the Free plan but will upgrade to Explorer as soon as I h ave a workable app, or if I need features not available in the Free plan. 10 users are too few in any case but 100 is fine
Thank you. I did visit the Glide Experts page before asking for help. It seems that they build apps from scratch and the prices I found started at around 4000 euros, which is nearly a quarter’s gross income for me. Moreover, the app itself is straightforward and I have learned enough to find my way around it. And help is always at hand! The Onboarding is not really that urgent and I can sort that out later; do manual onboarding for the 3 new users. It is only with the Booking form that my knowledge falls woefully short.
So then: if you guys could answer the following questions I will give it another go, even if it means doing the bookings manually with WhatsApp and Microsoft Notes for a while still. Some questions are general in nature.
What is the best way to link users and their children? Do I still have to use a helper table to handle the many-to-many relationships? I looked at RowID’s as a possibility; the how-to is still out of my reach.
Should the link to children be a part of the User profile; and if so,what Column Type should be used to make the names available to the Booking form? I’m still learning about arrays if that’s the way to go.
The Booking form uses calculated dates for upcoming Friday and Sunday - something like now+6-weekday(now). Do I use a Template, an Excel formula, a Math field, a Flow process?
How do I ensure these dates are available for each user that opens a Booking form? I.e, it must be calculated and entered when opening the form. I tried it with a Flow process but that is still a minefield to me.
How do I clear the form for each new booking, or should the button that opens the form open a New Form?
How do I handle booking siblings? I have made a form earlier that gets the users and their children from the logged-in profile, but what should happen then? I could not select a child, open a Booking form for him, save the entry and either return back to the previous form to select the next sibling (maybe conditionally hiding the completed one?) or loop through the names. I currently have no more than 2 siblings at once, but that will increase in future as more siblings start secondary school.
Some of the videos I’ve watched show branching workflows but I did not find it in the available options. Is that part of a paid plan only? Are there differences between a Layout’s workflow and the Explorer workflow?
If so, I would use a “multiple texts” column as the role column. Then, create manual workflow to set each children ids in the roles column. That is kinda complicated, but I recently did the entire permission system for a client and it is all based on row ids, row owners and a multiple texts role column. I will do a tutorial video very soon so you will see how to implement it.
If not, you can simply use relation and query columns to map the user with the right elements. Just add a new column in the children table to set the user id. Then the relation to the user itself from that id. In the user table, use relation column to get all the rows in the children table where the related user id is.
This is a matter of choice. Can you show me a little more of your current setup?
Use the Math field if you want to use a column or an app interaction workflow. If I understand, you want to show only the very next Friday and Sunday? Or all next Fridays and Sundays?
Either use helper table, aggregate table or a simple column in the user profiles table directly, since this one is accessible from anywhere for logged in users. Tell me if you need more info about how it works.
If you use a form container, these values will be automatically resettled. If you use a new screen or a screen and a helper table, just add a set column values action - in the workflow that is executed on submit button click you have to create - right after the add row action. That set column values action will need to point out at “this item” and you will be able to clear values for every property
I am not sure to follow you. May you give me screenshots please?
These are only available in the webhook, email, slack, manual and schedule triggered workflows on paid plans.
“Layout’s workflow” - formerly called actions - are just a single action that you can set on buttons, form event, etc. They can also be use to call workflows.
“Explorer workflow” - This name doesn’t exist, but I think you are talking about the pricing table where it shows Workflow (new) in the explorer plan? If so, These are the webhook, email, slack, manual and schedule triggered workflows. Free plan only give app interaction workflows.