Hi guys, this is my first post on here so sorry if i miss out any crucial information.
I have been learning creator while building a project management system of sorts for my design and print department. We currently use a custom module on CRM to make work order tickets but with Creator we can really refine the system and design it around our needs. One big feature I'm looking to add is something we currently use that is designed in CRM, this is the notes section at the bottom, as shown in the image below.
I'm expanding my creator app with a new form for some larger design projects that involve a bit more collaboration, letting users add notes would be epic. It would be amazing to create something like the above where notes can be added.
I have spoken with the guys at creator, they've been really helpful with this but they cant help me with this can can only tell me its possible but that I should hire an expert to do it. I'm hoping someone can point me in the right direction so that I can attempt to do this myself.
Whats great about the notes section on CRM is that it records the user that added the comment but also allows attachment of files (to which if its an image it will display) but also individual comments can be deleted. I have seen a few answered questions on the forums that recommend embedding a report into page then using HTML/CSS create a comments box, on submitting of a comment this will be added to the field in that record, I imagine a table in multi line field would work designed to stack the comments? then on submit of comments they would be added to that field. This does sound great but I imagine it wouldn't have the functionality of deleting individual comments?
I did think another way of building this might be to make another form with a multi line field, an attachment field and a user field. So designed for comments. Then place the form on the bottom of a page that displays individual records.
Then also have a hidden field in the comments form that would record the ID of the record that the form is accessed on. This would then allow the page to pull records created by the comments form and display them after the original record? I figured then I would be able to let users edit their own comments but not other users.
Another big factor is that for the team that raise design tickets they only see creator through a related list on CRM, I'm only just getting my head around the limitation of accessing my apps directly through CRM, so the whole comments this might not even work because of that. In that case I might actually have to hit this from a completely different direction, embedding the comments in the form record some how so that they can actually see them as Im assuming that 'related list - CRM integration to creator' only seems to allow viewing/editing of records and adding records via a form. I'm not sure that you can show pages?
Anyways what do you guys think? my three options are;
1. build a page with HTML and CSS that will allow the comments box to show on a record, then somehow allow editing and attaching of files.
2. try and build another form designed just for comments and pull these through into the original record, maybe as a sub form (although it would be nicer to do something better looking?)
3. try and use workflows to move submissions one multi line field to another one that is disabled, then clear that field ready for another comment to be added on edit of that record? my worry being the limit of this means comments can not be edited of deleted?
Is there any advice anyone can give me or point me in the direction of the right stuff I might need in terms of HTML code thats compatible with deluge to create a comments box?
Massive thanks in advance for anyone who can help