Adam C - Workflow and Web Application Consulting


Custom App: Finding and displaying data

Instead of fiddling with views, use a Custom App to just display the data you need instead

View the solution base here

Base Details

  1. Therapists table
    1. Each record contains the name of a therapist and the age range of patients that therapist sees
      Therapists.png

Scope

Front desk staff needed to quickly see which therapists would see a patient, given the patient's age


The Solution

A scripting app was created where the user could select the table that contained the data, as well as the relevant fields, via a simple interface:

Setup.png

Front desk staff could then simply key in the client's age and hit enter, and the app would output the names of the therapists that would see this patient.

Custom App Finding and displaying records.gif


adam@thetimesaving.company