Hi there,
Consider this scenario.
App 1 - basic project management database.
App 2 - collection of bookings for different projects.
When a manager wants to make a new booking, they also want to be able to see all the previous bookings. So logically, just open the modal for a project - and you will see all the linked project bookings from app2.
However, this is where the blockage is. I can see no way from this modal to be able to create a new record in app2 - ie, a new booking for a project while viewing the project. Instead, you need to swap apps, and at that moment, you would need to run a filter if you want to see the info just for that project. For our use case, this is not great.
Consider perhaps a third app - dates app - a collection of milestones / dates for a project. Again, if you were entering the dates for a project, you would have to jump to the "Dates" app, and each time you make a new date, you need to manually select the project it belongs to.
It might just be other platforms that I'm used to, but it feels like the best way to do this is back from the project modal of the parent project which you want to enter a bunch of dates for. Click a "+" sign above the grid of connected dates, and you can add a new date that is already linked to the project.
Am I making any sense?
I was wondering as a work around if something clever could be done with a button (say an "add date" button or "add booking" button from within the projects app, but I've not managed to find anything that would allow this kind of workflow. Is this where third party software comes in? I'd REALLY like to avoid that, but this to me is incredibly important, and so I'd def explore adding that complexity to our system if it was the only way forward.
I fully realise that I may be looking at this completely the wrong way since I do come from other database systems (and have spent TOO much time in coda doing way too complicated things)
I'd love to hear other opinions about this, or ways around it - perhaps I'm structuring the data incorrectly for smartsuite.
Thanks in advance. Brendan.