Building Checklists
I am trying to build an inspection checklist app, where an inspection checklist appears after selecting that equipment from a dropdown list. I am pretty new to building apps in Quickbase, and I have ...
Forum Discussion
I am trying to build a checklist that is as user-friendly as possible, so I was hoping to get it all to appear in the same form without having to refresh. I actually managed to do this I believe, where I made each machine its own section, and each question was a separate field that appeared and was required upon selecting that machine.
My next question with that is whether it is possible to once a specific machine's checklist is completed, to save the results in a table for that specific machine and with no concern for the other machines that are possible selections. Ideally I would want a chart on the dashboard that shows whether each machine's checklist was completed that day, and if there are any outstanding ones. Any thoughts? Thank you.
- MarkShnier__You
Qrew Legend
It's not a design I would recommend, but you can have a very long formula checkbox statement to check for each possible machine type, if the questions were completed which were relevant to the machine selected.this is an example of a formula checkbox field to be true if the boxes are all filled in for each question relevant to the machine
The format would be like,
CASE([Machine Type],
"Machine A",
[Q1] <> "" and [Q2] <> "" and [Q3] <> "" and [Q4] <> "" ,
"Machine B",
[Q5] <> "" and [Q6] <> "" and [Q7] <> "" and [Q8]<> "" ,
etc
"Machine Z",
[Q55] <> "" and [Q56] <> "" and [Q57] <> "" and [Q48] <> "" )
My two cents: I have done both what Mark suggested and what you have started. The reason originally did it the way you did (sections, form rules to hide things etc) is the same reason you did - navigation is much nicer, especially on mobile (where my checklist was being used).
However, there is a reason Mark does not recommend the design, and I now agree and have stopped building it the first way. Having a child table with your checklist items will, down the road, have many advantages. As you go down the rabbit hole of wanting more metrics and charts, the child table will be invaluable. Additionally, if you ever decide you want to add notes or pictures for each checklist item, you will be very happy it is in a child table.
