Configuration Tutorial - Field Delivery

[aepulzaini]

Hi

Today, I would like to share with you how to configure a field delivery module in INISTATE.
The field delivery module allows you to trace pending, active, and finished delivery job types.

Problem
Difficulty in managing delivery jobs status - Manually manage jobs status consume a lot of time and high risk of human mistake during the process.

Objective
Easy manage delivery jobs status - Allowing you to manage Jobs status with low time consuming and low risk especially risk of human mistake during the process.

Step by step configuration.

1. Access your workspace builder.

   
   
   
   

2. In builder, under module section, click “+ New” to add new module.

   

3. Add 2 module.

4. Set a name and emoji for your module (eg: Jobs and Drivers).
   

   

Add Information
Module : Drivers

1. Select module drivers.

2. Select information sections.

3. Click “+ New”.

4. Add information as below :

• Driver Name - Text
• Photo - Image
• Email - Email
• Phone Number - Phone Number
• Jobs - Table
  *Details - Module (Module : Jobs, Display information : DocumentID)
  *Name - Text
  *Pickup Location - Location
  *Note - Multiline Text
  *Pickup Date/Time - Date Time
  *Dropoff Location - Location
  *Dropoff Date/Time - Date Time
  *Status - Text
  
  

Module : Jobs

1. Select module : Jobs

2. Select Information section.

3. Click “+ New”

4. Add information as below :

• Driver Image - Image
• Driver - Module( Module : Driver, Display information : Driver Name)
• Job Name - Text
• Notes - Multiline Text
• Pickup - Location
• Pickup Date/Time - Date Time
• Dropoff - Location
• Dropoff Signature - Signature
• Dropoff Date/Time - Date Time
• Status - Select
  *Pending
  *Started
  *Finished
  *Cancelled
  
  

Add Activity
Module : Jobs

1. Select module Jobs.

2. Select section Activity.

3. Click “+ New”

4. Set activity name : Update Status

5. Set Form for activity by clicking orange “+” icon.
   

   

Add State
Module : Jobs

1. Select module Jobs

2. Select section Workflow

3. Click “+ New”

4. Click “+ State”

5. Add 4 State.
   *Pending
   *Started
   *Finished
   *Cancelled
   

   

Add Flow
Module : Jobs

1. Select module Jobs

2. Select section Workflow

3. Click “+ New”

4. Click “+ Flow”

5. Set flow as below :

• Any State → Activity : Update Status → Enable Conditional.
  *Pending - Formula = #Entry#Status == “Pending”
  *Started - Formula = #Entry#Status == “Started”
  *Finished - Formula = #Entry#Status == “Finished”
  *Cancelled - *Formula = #Entry#Status == “Cancelled”
  

  

• Any State → No Activity → Enable Conditional
  *Pending - Formula = #Entry#Status == “Pending”
  *Started - Formula = #Entry#Status == “Started”
  *Finished - Formula = #Entry#Status == “Finished”
  *Cancelled - *Formula = #Entry#Status == “Cancelled”
  

  

Add Listing
Module : Jobs

1. Select module Jobs

2. Select section Listing

3. Click “+ New” listing.

4. Add 3 listing

5. Set a name, emoji, filter condition, and list design.

• Active Job
  

  

• Finished Job
  

  

• Cancelled Job
  

  

Add Automation
Module : Jobs

Condition - To pass value from Jobs into table inside Drivers module.

1. Select module Jobs.

2. Select activity section

3. click “Basic” tab.

4. On activity “Create”.

5. Click “+ New automation”.
   

   

6. Click “Do After”.

7. Add Action block.

8. Add action, Find.
   *Module : Drivers
   *Filter : Driver Name is #Entry#Driver#DriverName.
   

   

9. Add Condition block.
   *Value - #DriversFound
   

   

10. Add Action block

11. Add Action, Form.
    *Module - Drivers
    *Activity - Edit
    *Entry - #DriversFound
    

    

12. Add Action block.

13. Add Action, Create.
    *Value - #Addrow(#DriversEditForm#Jobs)
    

    

14. Add Action block.

15. Add Action, Set.
    *Variable - #Variable1
    *Value - Add property
    

    

16. Add Action block.

17. Add Action, Perform.
    *Module - Drivers.
    *Activity - Edit.
    *Entry - #DriversFound.
    *Form - #DriversEditForm.
    

    

Activity : Update Status
Condition - To update status value after execute Update status activity inside table in Modules Drivers.

1, Select module Jobs.

2. Activity section.

3, Click Design Tab.

4. Add automation in Update status activity.

5. Click “Do After”

6. Add Action block

7. Add Action, Find
   *Module - Drivers
   *Filter - Driver Name is #Entry#Drivers#DriverName
   

   

8. Add Condition block
   *Value - #DriversFound
   

   

9. Add Action block.

10. Add action, Form.
    *Module - Drivers
    *Activity - Edit
    *Entry - #DriversFound
    

    

11. Add condition block
    *Value - #DriversEditForm.Count>0
    

    

12. Add Action, Create.
    *Value - #Find(#DriversEditForm#Jobs#Detail == #Entry)
    

    

13. Add Condition block
    *Value - #VariableName
    

    

14. Add Action, Set
    Variable - #VariableName
    *Value - Insert property as below
    

    

15. Add Action, Perform.
    *Module - Drivers
    *Activity - Edit
    *Entry - #DriversFound
    *Form - #DriversEditForm
    

    

Congratulations!!! You have successfully Field Delivery Feedback module.

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