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Onboarding new clients ""opportunities"" ""companies"" contacts

  • January 31, 2018
  • 0 replies
  • 146 views
When we onboard new clients into our app we start with "Create a new opportunity".  Some of the fields are needed on this table to create a proposal.  While on the "Opportunities" table it will ask for a company and will shoot you out to create a company.  Again just some fields are needs to be filled out at this stage.  Then it needs a contact and it shoots you to a "contacts" table to create a contact.  Again we only needs a few fields filled out at this point.  Then we are back at the "opportunities" table to complete the needed fields and can save.

I want a way to have a new table maybe called "Onboard New Client" where I can have the needed fields from "Contacts", "Companies" and "Opportunities" on one page when onboarding a new client.  Once those fields are complete you hit save and it saves the data entered in the new table to the three mentioned tables all at once.

Is there a good way to do this?  I am open to any ideas.
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    Two thoughts

    1. Have in the advanced properties tab for the payment record, which in this case is opportunities, it is always good practice to check the checkbox �Save parent record automatically when a child record is created�. That way at least when the user goes to add child it will automatically save the carriage.

    2. But the bigger tip is to simply include an embedded report on the opportunities record of the children and the user can edit (create) those records directly while creating the parent record before having saved the Parent record. Be sure to make the embedded report editable in form properties. That means that when you edit the parent the embedded child report table a table goes into Grid edit mode.
    • anomDiebolt
    • Registered
    • February 1, 2018
    Here is a novel solution to your original question which employs a new technique I call Three Tables and a Form.

    Here are the three tables and the fields I choose for the demo:

    Opportunity
      [Date]
      [Source]
      [Assigned To]


    Company
      [Company Name]
      [City]
      [State]  


    Contact
      [Contact Name]
      [Phone]
      [Email]
      
    There is also a fourth table which has all of these fields. We are never going to save any data in this forth table we are just going to hijack its add record form. Sounds crazy I know but this is Earth in early 2018 and QuickBase technology has yet to evolve to the point where one form can feed multiple tables in the fashion you want.

    Here is the application

    Three Tables And A Form
    https://haversineconsulting.quickbase.com/db/bnffhvwjf

    You can fill out one form using this form in the Onboardings table and upon saving you will be redirected to the display of the new Opportunity record which shows the newly created child Company and Contact records.



    New Onboardings
    https://haversineconsulting.quickbase.com/db/bnffh2xnk?a=nwr


    Pastie Database
    https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=619

    Notes:

    (1) I forgot to bind  bottom Save button on the form so just use the upper button (easy to fix but I am lazy)

    (2) This type of form is most appropriate where speed of data entry is the most important factor. If verification, extensive form rules or other factors are present that increase the navigational load you are better off using standard techniques.

    (3)  To seamless navigate away from the new record form we have substituted the Save button click handler and eliminated the unload proc that normally warns you that you are navigating away from a partially filled out form.
    Mark is very new to Quick Base. I have a session booked with Mark this morning to set up a native data entry form for the Parent and then enter the child Record Data in the form in Grid Edit. So one screen and Save.
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