Need to create a form for users to fill out and the resulting data logged with several requirements

jcarbo

Objective:

1. To create a reusable "data entry form" that allows users to Create a 'Project'
2. The form requirements are as follows:
3. Project Name, text
4. Project Description, text
5. Estimated Funding Cost, number - currency
6. Projected ROI, number - currency
7. Projected ROI (%), number - percentage
8. Funding Required by - Date, date
9. VP Sponsor, text - emails
10. Timing of Expense Outlays, number
11. G&A, boolean
12. OpEx, boolean
13. For the G&A and OpEx fields, I would like for them to be categorized - if OpEx is selected, put into category "OpEx", if G&A is selected, put into category "G&A", if both are selected, then put into both categories
14. The user should be able to click a button (or a similar action) that opens up a clean (blank) form
15. User then fills out all applicable fields
16. After a user is finished filling out the form, there should be a button to click which sends the data from the form to a list, module, or grid, whichever is best
17. The user should be able to access previous projects
18. The user should be able to correct or edit past projects
19. The user should NOT be able to see other user's projects unless granted the access rights to do so.
20. Attached is a draw up of what I imagine the form looking like.  

I know this is a very in depth, complex, and large of an ask for a help forum, but I'd like to get whatever help I can, even if it is piecewise. That's what the numbers are for. If you could reference one of my list numbers when attempting to resolve an issue, I'd greatly appreciate it! Please let me know if I can answer any questions and hopefully chip away at the bulk of this project!

Jared Carbo - InvestCO Form Help - 25MAR2025.jpg

LauranceJ

Hi @jcarbo

My take is to create a staging module and have it by staging list "staged project list"

In the Staging module (dimensions: Staging Project List).

List all the properties in line items.

Maybe have a boolean which states "Complete?" so that if another user runs the process to import and someone else is still making a project it wont accidentally import the list.

List code - this can be a concatenation of the list properties (that wont change) so they are unique or the user enters there own project code.

Creation user - so when you import into the next module it can be traced over who made the project and you can filter down to them. The user could enter this themselves, using a formula Item(Users) would show it in the staging area for everyone.

Booleans:

Delete - where all mandatory fields are populated then true

Import - Where all mandatory fields are populated then true

Filter line (dimensioned by Users & Staged project list) whereby the boolean: Creation User=item(users) or isblank(Creation User)

You may then make a field card on a Board page so they can create one by one or have a worksheet that would give them the ability to see and make many projects.

Actions:

Step one - create member in projects list so import the code to the main projects list.

Step two - import the properties from the staging module into the main module

Step three - delete the created items from staging (so its not duplicating).

Final Module (Project Module) dimensioned by list Projects

• Line items: You will have your final project list with the relevant fields imported from staging
• View Boolean Line item: dimensioned by Projects List and Users

User Filter Module

Create a module which is by users and by projects with three line items

• User created project? (Boolean): Item(Users)=Project Module
• Users selected to view project? (Boolean): So the user who made the project can choose who else can see it.
• Master Filter = Formula: User Created Project or
• Users selected to view project?

Then in your Final Module on the line item "View Boolean" link this to the Master filter line item in module "User Filter Module"

The users can then see all projects they have created and any they are allowed to see.

Filtering (on the UX):

• Main Projects Module - filter on line item "View boolean"
• User filter Module - Filter on line item User Created Project

In terms of your filtering on categories, I would say have this as a global filter for users to see and select. or you can assign them to parents in a list.

I hope the above helps!