I’m just diving in but I’d like to outline my goals from the start so anyone that wants to can give advice.
I run a Pool service/maintenance company with my Father and brother. We have 5 full time guys that would be using the app most. We have 70 commercial locations with unique situations.
So far what I have is a “Pool Info” Tab with a list of the Location names and basic information. I used one table for this. Easy enough.
Next, I want to make another tab for work order management. I don’t really know how to begin there because I don’t already have any excel sheets with data. I want to be able to create a work order that is related to a location (or not) from the “Pool info” table and I want to be able to sort those work orders by various fields; Location, scope of work, due date, start date, current status, etc. I want the work orders to have it’s own tab but I also want to be able to view those work orders for a particular pool in its info page in the “pool info” tab. And I want a button in the pool info tab that takes me to the work order list for that pool. I started trying to figure out that button but I can’t figure out how to make it “go to” another page in the app. closest I got was “go to tab”.
Thirdly, I’d like to incorporate a chemical log somehow. Each pool will have its own chemical log with multiple entries per day. This can be in its own tab but will certainly need to be organized by pool. I’ve experimented with adding the chemical log to the “pool info” details page because I believe the chem log tab will look pretty similar. I’ve added a button on the “pool info” details page but not much luck adding specified data. I can only add pre-populated data.
Thanks in advance for any advice. I’ll follow up here with updates and more specific questions.
One more thing, I have a File picker component on the “pool info” details page but I’m not sure it is what I want. I want to be able to store documents related to each pool (finished work orders, historical changes, etc.) on that page. Is this the Component I’m looking for? is there a way to access the files once they are uploaded? can I limit who can upload?
thanks so much for the reply. I obviously have a lot to learn, as most of what you said is over my head. But I will dive in to the map layout and relations that you’ve mentioned and see what I can come up with. Thank you!
The File picker seems a little restrictive. In the app, it allows me to upload documents or photos and shows them above the picker after uploading, but the icon is very small and there’s no way to select the document for viewing, downloading. or otherwise. Also, I can only upload one document; trying to add another replaces the original. Is there a function I’m missing or is there another component that would be more like a folder of documents related to each item?
I’ve started working on the work orders aspect. I opted for a tab dedicated to work orders, but I’m going to put a button on the main list of pools to access the work orders for each pool.
Working on the dedicated tab, I have a collection sourced by a table of all work orders. Clicking into an item opens the details of the work order. Next to the Title, there is an edit button which I would like to be used to edit the work order itself. But It will only let me edit the Title Name only. Same issue when making a dedicated button component, The only option when choosing the data for the action is “This Item” when “show edit screen” interaction is chosen. How do I edit entire the row of data with this button?
If you want to view an image after uploading, use an image component.
If you want to show an embed of a PDF, use a web embed.
Otherwise, a links component would do.
I assume you don’t want an extra table that would consume more rows. In that case, you add a multiple files column, and point the file picker to that column.
