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Per-project classification sets

kgoulding's Avatar

kgoulding

19 Dec, 2014 02:29 PM

We currently use Fulcrum across multiple projects. Across each project, everything in the app remains the same - except the items in the classification sets. This means that we have to create a duplicate app for each project just to specify a new classification set for the app. As our project list grows, it becomes increasingly tedious and error-prone to have to make the same changes across all our apps.

A simple solution to this problem (from the user perspective) would be to specify a particular project (or list of projects) for each classification set. That way, when you pick the project in the app, it would know which classification set to provide you with (obviously the sync would have to download all classification definitions for all projects). This would greatly simplify form creation and management.

  1. Support Staff 1 Posted by Alex Helms on 22 Dec, 2014 03:46 PM

    Alex Helms's Avatar

    Hello Ken,

    Thanks a lot for the feedback, I will be sure to share this with the development team. I know we have wanted to do more with projects, so this might be an option. I do know that a feature like this would be pretty complex, from a development stand point.

    One option would be to use conditional logic where a field in the app asks what project the record is associated with, and based on the answer, the correct classification set field is displayed.

    Thanks,
    Alex

  2. 2 Posted by kgoulding on 22 Dec, 2014 03:57 PM

    kgoulding's Avatar

    Hi Alex,

    Thanks for the suggestion. We could have conditional fields, but that would
    get pretty complex as the project list grows. I can't imagine that our
    situation is not a pretty common one for anyone reusing forms across
    projects.

    Another helpful feature would be to be able to view what app forms are
    associated with what projects (this shows up on the project list as a
    number e.g. "6 apps using this project", but it won't let you actually see
    what they are). I think this association is only made at the record level
    (if that app has a record that references that project), but it would be
    helpful to be able to see which forms those are.

    Right now this is how I am handling it :-(

    [image: Inline image 1]

  3. 3 Posted by John on 23 Nov, 2016 01:34 PM

    John's Avatar

    Is it possible to auto assign project by Role.

    There are multiple accounts (roles) linked to a project "Queens"
    Also multiple accounts (roles) linked to project "Manhattan"

    Based on which role is it possible to auto assign a project soon as record is created.

  4. Support Staff 4 Posted by Alex Helms on 28 Nov, 2016 05:08 PM

    Alex Helms's Avatar

    Hello,

    This is something that is possible with data events. You can have a data event that runs with a record is created and then depending on the role that the user account has it assigns the record to the project.

    Something like this should work:

    ON('new-record', function (event) {
    
      var queensRoles = ['Custom Field User Role 1', 'Custom Field User Role 2'];
      var manhattanRoles =  ['Custom Field User Role 3', 'Custom Field User Role 4']
    
      if (ISROLE(queensRoles)) {
        SETPROJECT('Queens');
      } else if (ISROLE(manhattanRoles)) {
        SETPROJECT('Manhattan'))
      }
    });
    
  5. 5 Posted by Melchiorre, Joh... on 29 Nov, 2016 12:20 PM

    Melchiorre, John (DSNY)'s Avatar

    Thank you for the assistance. It is saying that this is not a valid expression. But something like this would be a homerun if we can get it to work.

    Thank you for all the help.

    John.

  6. Support Staff 6 Posted by Alex Helms on 29 Nov, 2016 03:54 PM

    Alex Helms's Avatar

    Sorry about that, try this out:

    ON('new-record', function (event) {
      var queensRoles = ['Custom Field User Role 1', 'Custom Field User Role 2'];
      var manhattanRoles =  ['Custom Field User Role 3', 'Custom Field User Role 4'];
      if (ISROLE(queensRoles)) {
        SETPROJECT('Queens');
      } else if (ISROLE(manhattanRoles)) {
        SETPROJECT('Manhattan');
      }
    });
    

    All you should need to do now is change the Custom Field User Role 1 through Custom Field User Role 4 roles with the roles that you have in your plan.

  7. 7 Posted by Melchiorre, Joh... on 29 Nov, 2016 04:22 PM

    Melchiorre, John (DSNY)'s Avatar

    Perfect!. Thank you.

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