Interface Design Question

Hey ​@jennifer.barker!

Would you mind sending a screenshot of your current database schema (e.g. tables and fields)

As I see it, you might want to have Estimates table, Team Members table, Workspaces table, and one table (e.g. Estimate Line Items) which will be:

Estimate (linked) | Team Member (linked) | Workspace (linked) | Quantity (currency field)

On your Workspaces table you’ll have all 15 workspaces listed

On your Estimate Line Items you’ll have either 1 or 15 records created, where you will link the corresponding workspace as needed on each of such lines. Therefore if you have only 1 workspace for such estimate you will have only one line linked to Workspace 1. If you have 5 workspaces for such estimate you will have five lines, each linked to the corresponding Workspace.

If I’m getting your use case right, then this is fully scalable. If at some point in time you have yet an additional (16th) workspace, your estimates can be built without the need of creating additional fields (only additional records on the Estimate Line Items table)

Please feel free to send over any questions you might have!

Mike, Consultant @ Automatic Nation

Oh! And different question/answer is how you set up your interface for this. I personally like using Record Review pages.

You would create one record for each Estimate, and each detailed view of the Estimate (main panel of the page) will show a List view of the Estimate Line Items. You can choose to allow for inline Line Item creation and edits.

But once again, I might be getting your use case completely wrong.
 

With the new architecture you would only email existing line items in a grid view on your email.

Mike, Consultant @ Automatic Nation

Hmm, so the idea is to get data on each of these Workspaces, tied to a Project Detail record?  I’m curious about how the data set up happens; are those 15 Workspace records created manually prior to someone coming to this page?

What if you put in a linked field to Projects <> Workspaces, which would let your users click into the Project Detail record then add new linked records as needed?

This assumes your tables are like this though:

1. Project Detail

   

    

2. Workspace Types

   

    

3. Projects <> Workspaces

   

re: The 2nd part of this is when the estimate is emailed to the team, all of the workspaces are showing up as a grid whether or not information has been filled in.  Optimally, I only want workspaces to show up if data has been entered.  

Hmm, how’s your automation set up for this?  If you’re using a Find Record step for this, are you already filtering out records that don’t have anything keyed in?