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

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!

@devrathahuja Yes indeed you can do it this way.

I was thinking with the amount of fields being populated, its not always easy to do at once so giving a field card or on a worksheet, it allow the users to clearly see and hold whatever info they have entered.