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Delivery Scheduling

  • January 11, 2021
  • 0 replies
  • 29 views
Hello,

I have a project where I want to track deliveries. There are contractors who make the deliveries, and the contractors are connected to a project. I want a way where the contractor can select the time they will be making the delivery. If the time has already been selected for that project for that day then they are unable to select it. 

Having trouble accomplishing this. Any suggestions? I think what I would do is have a table for time, and have a record for each hour. Then have the record picker in the add delivery form, and have them mark the delivery with a date. If that time-date combination already existed for that project, then it is not available to select. 

Can anyone help with this? Thanks!

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Mackenzie Phillips
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This topic has been closed for replies.

I think you're on the right track. You'll need your "Deliveries" table to be a child of the Project and probably have a field for "Contractor" that would be a user field. I would also set the permissions for the role the Contractors are in to only be able to edit a "Deliveries" record if that "Contractor" field is blank OR it is their user. And don't let them edit the "Date" or "Time" field on the records.

Also, when you're adding this to your Project form, I would have it so that when a Contractor looks at it, you have one of two setups:
  1. The Contractor sees a button - "Choose Delivery Slot" - that updates the "Contractor" field automatically. This button would also need to be shown as "Release Delivery Slot" if the current user is in the "Contractor" field so that they can remove their selection and choose another time.
  2. The list of available Dates/Times is setup as editable on the Project Form
I would lean towards option 1, though, since you will have more control over permissions and it would make for a better user experience.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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