We are self hosted on v11 and I am newer to LF. We have a New Event Request Form currently in a Google form that users complete and the answers go to a shared Google Sheet as responses come in. The responses are then separated out to tabs by department for actions and tracking with a formula. Examples of additional columns that are manipulated as new data is created by the form: When the event is entered into our registration program, it generates a number which is added to a column. There is a dropdown for the status of the event to quickly see which events are active, cancelled, completed, etc. There is a place to put a PO Invoice date when that is generated. There is a checkbox for when attendance was completed.
I know that I could create these tasks in the process diagram, but the user wouldn't be able to have the view of everything at once and manipulate it easily. I am attaching an image of a cleaned up version of the form. The blue is manipulated by the person, the information in the purple columns comes from the form. There are lots of questions on the form.
I have already created the form for the event information, but want to know best practices users might benefit from when tracking the other components throughout the lifecycle of an event.
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Easily Track Status
asked on May 15
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replied on May 21
I would create two form processes.
One for gathering the data that you have with the purple headers - that information is loaded into a custom database table via Workflow.
The second would be a table layout (or more likely a Collection rather than a table). Have the values currently in the database load into the table/collection via Lookup, and let the user make changes to the values from the columns with the blue headers. Submission of that form also triggers a workflow to update the database values.
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