Drupal 7 Webform Client Service Tracking Combined Form

by kightn   Last Updated December 29, 2017 16:07 PM

Goal: In Drupal 7, create a Webform that displays tasks with calculated dates from input from two other webforms with a checkbox that marks the task as completed, updates the date of completion and recalculates the next tasks start and completed by dates.

Looking for a way to do this completely within Drupal, but interested in possible (preferred) way around Drupal.

The Services and Client forms must be separate. Number of related tasks can be as many as 30.

Example- Webform 1: Services available input -

- Service Name 
- Related Task 1 Name
- Related Task 1 Start Number of Hours
- Related Task 1 End Number of Hours
- Related Task 2 Name
- Related Task 2 Start Number of Hours
- Related Task 2 End Number of Hours

Webform 2: Client information input -

- Name 
- Date time Contacted
- Service requested

Desired results for each service requested is listed at bottom of form, with

- Service Name
- Task Currently On
- Date Last Updated
- Service ID number

Webforms 3: Client list (Results list of Webform 2)

- Client Name
- Latest Status Change Datetime

Webforms 4: Client tasks - based on selecting service name from list on Webform 2

- Locked Client Info
- Service Name
- Related Task 1 Name with link to pop-up that allows user to select completion status options.
- Related Task 1 Start Datetime (calculated from Webform 2 Datetime Contacted + Related Task 1 Start Number of Hours)
- Related Task 1 End Datetime (calculated from Webform 2 Datetime Contacted + Related Task 1 End Number of Hours)
- Related Task 2 Name with link to pop-up that allows user to select completion status options.
- Related Task 2 Start Datetime (calculated from Webform 2 Datetime Contacted + Related Task 2 Start Number of Hours)
- Related Task 2 End Datetime (calculated from Webform 2 Datetime Contacted + Related Task 2 End Number of Hours)

NOTE: Related Tasks after Related Task 1 will be recalculated based on completion status of previous tasks.

Webforms 5: Todays task list (Results list of Webform 4) - lists all uncompleted tasks chronologically starting with current Datetime

- Searchable by Client Name and Service 
- Client Name - Linked to Webform 2
- Service Name
- Task Name with link to pop-up that allows user to select completion status options.
- Task Start Datetime (calculated from Webform Datetime Contacted + Related Task Start Number of Hours)
- Task End Datetime (calculated from Webform Datetime Contacted + Related Task End Number of Hours)
Tags : webform


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