Processing New Hire Checklists
I'm trying to build a set of checklists for my company that will help in processing new hires.
The checklists themselves aren't hard, but I'm having a problem because each new hire will fall into one of four employee types, and each type has a different checklist.
Ideally, I'd like to have one table to record the new employee data, then a second table that is used for the checklists, but I don't have a good way of keeping all the checklists on one table.
The best I've come up with so far is to build one giant form with each checklist under its own section header, then use Dynamic Form Rules to show the appropriate section based on a drop down menu recording the employee type. It works, but means that any task that shows up on more than one checklist needs a duplicate field entry (since I can't use the same field in multiple places on the same form).
So my questions are:
Is there a better way of doing this? I've looked at both Automation and Copy Master & Detail Records, but either I'm not doing those right, or they're not what I need (I couldn't get them to populate empty fields to be filled out when completing the checklist)
Is there a way to load a form inside of a form? (My thinking is I could do some lookup fields at the top of the master form that will display the employee data needed (name, ID #, etc), then load the appropriate checklist form under those)
The checklists themselves aren't hard, but I'm having a problem because each new hire will fall into one of four employee types, and each type has a different checklist.
Ideally, I'd like to have one table to record the new employee data, then a second table that is used for the checklists, but I don't have a good way of keeping all the checklists on one table.
The best I've come up with so far is to build one giant form with each checklist under its own section header, then use Dynamic Form Rules to show the appropriate section based on a drop down menu recording the employee type. It works, but means that any task that shows up on more than one checklist needs a duplicate field entry (since I can't use the same field in multiple places on the same form).
So my questions are:
Is there a better way of doing this? I've looked at both Automation and Copy Master & Detail Records, but either I'm not doing those right, or they're not what I need (I couldn't get them to populate empty fields to be filled out when completing the checklist)
Is there a way to load a form inside of a form? (My thinking is I could do some lookup fields at the top of the master form that will display the employee data needed (name, ID #, etc), then load the appropriate checklist form under those)
