TapForms time tracking via customers-projects-tasks-hours

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This topic contains 1 reply, has 1 voice, and was last updated by  Fieke Bazelmans 9 months, 2 weeks ago.

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  • April 7, 2018 at 6:27 AM #28170

    Fieke Bazelmans
    Participant

    Hi everyone,

    I am trying to achieve custom time tracking. 

I have 4 forms: Customers, Projects, Tasks and Hours. 

I want to be able to:

    * add new tasks to any given project from any of those forms
    * select the project I want to add the task to
    * autofill/autoselect the customer to whom the selected project belongs
    * display and update task list on any of those forms

    * add hours to any given task from any of those forms
    * select the task I want to add the hours to
    * autofill/autoselect the project to which the selected task belongs
    * autofill/autoselect the customer to whom that project belongs
    * update hours for selected task on any of those forms

    * Display the total amount of hours spent (and money earned) on a given PROJECT so that I can transfer that to the invoice.
    * Transfer the the total amount of hours spent (and money earned) on a given PROJECT to an invoice for the customer. Preferably so, that I can choose to transfer all the tasks as well, or just the total amount of money the customer owes me.

    I attached a mindmap image to visually show you what I am trying to achieve here. I want to create something that can act as a time tracking thing.

    What do I have so far:

    I have a customer and a project that belongs to him (just 1 so far), and a set of tasks for that project, some of which have hours and some haven’t. 



    Customer Form has a field linked (one-to-many) to the Project
    Form
Customer Form has a field linked (one-to-many) to the Tasks Form

    Customer Form has a field linked (one-to-many) to the Hours Form
    

Project Form has a field linked (one-to-many) to the Customer Form

    Project Form has a field linked (one-to-many) to the Tasks Form
    Project Form has a field linked (one-to-many) to the Hours Form

Tasks Form has a field linked (one-to-many) to the Customer Form

    Tasks Form has a field linked (one-to-many) to the Project Form
    Tasks Form has a field linked (one-to-many) to the Hours Form

Hours Form has a field linked (one-to-many) and to the Customer Form

    Hours Form has a field linked (one-to-many) to the Project Form
    Hours Form has a field linked (one-to-many) to the Tasks Form



    I have been busy for days now and I cannot get it to work, I have tried a multitude of things hoping it would play nice, but it won’t. Some of it works, some of it does not. All together it doesn’t do what I want. 



    My Questions:

    * Is this is as complicated as I think it is, or am I just missing the whole point? 

    * Can anyone here help me achieve what I want?

    Thanks for your attention & time,

    Fieke

    April 7, 2018 at 6:31 AM #28171

    Fieke Bazelmans
    Participant

    This is a picture of the idea, just without all the links to the forms, that would get messy

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