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Question

Design Advice - multiple input stages

asked on March 12, 2020

This isn't a solid question so much as just seeking some advice and examples on what some of you have done.

I'm trying to digitize our travel request form, and they want the requester to submit all of their cost estimates (mileage, meals, hotels, parking etc.), and then the travel secretary will put in their estimates (closer to the time of travel, airfares might have changed for example), and then they want another "column" for the actual costs to be entered after the trip.

I'm struggling with how to do this in a way that isn't super clunky and cluttered.  The original form just uses multiple columns but I wondered if there was a more elegant solution before I go that route.

I've attached an example screenshot of what I have so far, which might show why having additional columns would look bad.

4.png
4.png (22.98 KB)
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Replies

replied on March 12, 2020 Show version history

Hi Dennis, we implemented an expense one like you where the did an upfront submission and then a reconciled after they returned. The first form was a normal submission as you would expect followed up by the Actual where they were present the Anticipated Inputs and then made the actual submission.

This way we could also reconcile the advance they may have received up front

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replied on March 12, 2020

That looks pretty clean, are those section headers custom HTML fields?  Curious how you got them to align in columns and changed the background colors if they are actual section fields.

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replied on March 12, 2020 Show version history

Nothing to complicated, I just used Sections and set them to display side by side

#q74, #q48 {display:inline-block;width:50%;vertical-align:top;}

 

By Setting Vertical-align:top, the Headers start together, The fields follow the section they are part of.

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replied on March 12, 2020

To change the colour of the Section headers on the right, I added a CSS Class (ExpHeader) to those sections and used the following css to change their colour

.ExpHeader .cf-section-header {background-color: pink;}

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replied on March 12, 2020

Ok, I've got some inline blocking but I'm very new to javascript/css and never thought to use it for entire sections.

Thanks for sharing your setup!

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replied on March 12, 2020

I would love to see what people can provide in the way of advice, as well.  I recently had to come up with a way to allow orders to be submitted and then be altered along the way at three stages!  

  • An applicant submits an order;
  • Staff reviews the order, decides it's okay, submits (which sends to SQL lookup table);
  • Or, staff reviews the order and knows something isn't available and they need to make a change.
  • Or, applicant calls and requests a change, or we discover an item is not available after the order details were send to the db.  What can be done?

 

I had to build in a Stage.  We needed the record of the original order/request, as well as a record of what was approved.  So, Stage 2 has the table of "original order" (read-only) with a table below mirroring the order but changeable.  Staff would make changes if needed, then Submit to send the data to the db.

But what if a change happens after staff hit submit at Stage 2 and the order details have already gone to the db?  So, now I'm considering building in another stage where another change could be made and still be a part of the record within the paperless process.  Haven't done this yet.  (What I did do, this week, in order to help keep the db record accurate is, I built another form for our staff to use if they have to alter the db order lines for any given applicant, but this form will not be kept as a part of the applicants' records, unless we manually transfer that record into the final entry that gets saved into the repository.) 

I'm kind of hoping that someone will know a better way.

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replied on March 12, 2020

That's kind of where I'm at, if they just needed to be able to change what was previously entered then no problem, but they want to record what totals and estimates were added at what stages throughout the life of the process.  I just hate making ugly, clunky forms

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