I've been working on creating new functionality for my company's CRM and I've had a lot of great support from this community and Quickbase but it sounds like we're going to be completely re-building the way our current application runs in the near future so I'm trying to get ahead of things and was curious about best practice when creating a new workflow.
Currently our CRM is a pretty standard series of tabs that allow the user to input information in any order, BUT what we'd like to do is have our app streamlined around a Project Status drop down. Depending on the project status, the user would then be able to enter in new information either via a new tab or Sectioned off page.
So, For Example, if the project Status is "Qualified Lead" it'll have the user enter in some general information on the project but if the status is then put into "Activated Opportunity", then more options for information input should show up but also still contain the previous information so there isn't duplicate information which is a big problem for us currently. This also works in quote/layout request forms and a product form all that need to work within the workflow.
Our current CRM is a series of tabs some that link to forms but I was thinking of just simply doing a show/hide of each tab depending upon the selection from the dropdown and the corresponding project status but I ran across some Show Form Rule issues.
We don't want to build a new app from the ground up, but does anybody have any thoughts on what they think would be the best way to re-tool our current CRM? Happy to share some screenshots if it better explains what I'm trying to accomplish. I plan on watching some Webinars if I get some time this week to hopefully strengthen my understanding but happy for any advice in the meantime.