Hi Wix team and thank you for offering this in beta, very exciting!
I created a site for our sales team to help with updating any inbound leads that come in. You will see on my page here, https://matthewgdougherty.wixsite.com/mysite a few pages including Team 1, Team 2, Team 3, and Team 4. I have set up a collection of company names with basic information. Each “team” will specialize in adding information to the record and only have access to their team’s page.
I’m looking to create a work flow like in this video https://youtu.be/9S5k9Vf7pOE?t=1m59s so the submission from team 1 moves to team 2 then to team 3, etc. Here are the rules I am looking to implement. Once a record is updated with additional information, the status will update and it will be sent to the next team. How do I create a workflow based on the status like this?
If the user input fields are completed, then the record should move from
Team 1 -> Team 2
Team 2 -> Team 4
Team 3 -> Team 4
Team 4 -> Team 5
You will see that I have a “submit” button and a “next” button on the bottom of each page. The “submit” button should submit the form’s changes, update the status for the next team, and reload the page with the next record to work on. The “next” button should skip this record and move to the next record. Can you tell why the “submit” button is not submitting and the “next” button is not skipping to the next record? I have tried releasing all permissions and still have had no success here.
When a team member successfully completes a form, I’d like them to receive one “credit” and if they do not complete the form and click “next,” I would like them to not receive any credits. This way, I can check the database or create an admin page and keep track of the number of credits each person earned. How can I accomplish this? Would I need a “members” collection to add this field to each member?
If I would like to add a bunch of companies with their basic information to my database all at once, can I upload a .csv and it will add them all into a database to run through the team sequence starting at Team 1 or can I copy and paste columns into the live database?
There will be multiple lists all at one time and you will see I attempted to create an example of a listID in the “ContactList” collections. Once the status reaches team 5, then I would like to sort Team 5 of that particular list and export all completed records. Will this be achievable in Wix Code?
Can the lists of companies be completed in order of need? Some lists have higher priority then others as you can see in the database with their deadline date, how can I include this in the sorting of the database as they populate onto each team’s page?