Hi,
Hope you are well.
I have a number of apps on Creator and am finding that some of the forms that I am creating are quite similar across the apps. Up until recently, whenever this has been the case, I have just used a lookup to the form that already has the data that I need.
I have been reflecting on this and thought that this is a messy way of doing things as the master data required in order to make the rest of my apps work is all over the place. FYI, the kinds of data that I am referring to are:
- People (e.g. contacts, customers)
- Business Units
- Locations
- Products
- Tax Rates
Therefore, I thought that the best way to manage this in a systematic manner would be to have a common app with reference data in it. So I got to work with putting some of the common data entities in the reference app but then I hit a snag - how to manage the fact that:
- Different users require different types of data
- There needs to be some sort of control as to who can create, read, update and delete such data.
So I'm a little confused about the best way to manage this situation. To be honest, I'm also not sure what I want. I have read about master data management online and it sounds like a great concept particularly given that I use apps such as Xero as well and having 'one source of truth' for data sounds awesome.
I would be grateful if you could share your experiences so that we can all learn from each other.
Regards,
Shaheed