Client portal for tracking deliveries based on user sign-in and projects assigned to them

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1

I just jumped into Softr and am trying to build a client portal for contractors to track the delivery of orders, submit issues to our team and request products from our warehouse to be delivered to the construction site.

The big thing I am struggling with is have everything be based on the user sign in and the projects assigned to that user.

Here is the flow:

  • An employee a Contractor A is assigned Project A and B.
  • When they login they should only see Project A and B.
  • When they click into a project we want them to only be able to see the items that are tied to that project.
  • When go to submit an issue they should only be able to choose the projects assigned to them.
  • When they want to release items from our warehouse to the construction site we want them to choose a project and then only be able to choose items attached to that project.

I am struggling to tie things to projects and projects to users. Am I missing something?

2

Hi, it looks like Softr.io will meet your needs really well, great that you found it :slight_smile:

Take a look at this template to start you off, it looks like a close match to what you have described.

Perhaps best to just get familiar with what’s there and how it works to get some concepts under your belt, and then think about how you’d design your own Airtable set-up suitable for your use case and then design a Softr interface to interact with your data, just as in the template/sample.

And the Softr Academy is a great resource with walk-throughs and explainers.

3

Use Airtable. Build up your Data Structure like Projects, Contractors, Employee, …

Go to Softr and build your frontend application. That’s it :slight_smile:

I build something similar for our construction company.