Assistance with Workflow and Database Structure for a Multi-User SaaS Platform

kellyygloriaa · 2024-09-26T17:04:20.197Z

Hello Everyone ,

I’m using Bubble.io to construct a multi-user SaaS application, and I could need some help organising my workflows and database to manage various user roles and data relationships.

My platform of choice is intended to help organisations handle internal tasks. Every organisation will have a number of users, each with a distinct job, like member, manager, and administrator. Admins will have the ability to set up and oversee projects, delegate work to Managers, and keep track of developments. In response, Managers will assign assignments to Members and monitor their fulfilment.

My primary enquiries centre on the following:

Structure of Database:
How can the database be organised to best ensure that the data of one organisation remains isolated from the rest? I want to create a data type called “Company” that has relationships to both users and projects, but I’m not sure how to enforce the separation.

What is the proper way to handle the connections between Users, Roles, and Tasks? Is it better to handle roles using a different data type or the user data type directly?

Processes for Assigning Assignments:
How can workflows be created most effectively so that tasks can be assigned to particular people according to their roles? Tasks should be assigned to Managers by the Admin, but only Managers should be able to allocate them to Members.

User Authorisations:
How can I limit specific actions (e.g., assign tasks to managers only, delete projects only) without making workflows too complicated?

Using Multi-Step Form For Database Storage and Retrieval Database

Hello everyone, this is a two-part question: We’re looking to create a multi-step form to collect user information and segment them into categories so we can provide personalized recommendations. We’ll have two questions that we will use for the segmentation. So if a user selects X and Y, they’ll be added to the category X + Y. One issue that I’m having is, how do you track drop-offs from the multi-step form. So if we have 10 questions, we want to know how many people completed form, fell off…

I would be very grateful for any advice on how to put this up or if someone has built something generative ai similar in the past!

Thank you in advance.

tylerboodman · 2024-09-26T17:28:00.396Z

kellyygloriaa:

I want to create a data type called “Company” that has relationships to both users and projects, but I’m not sure how to enforce the separation.

You would add a Company field to both User and Project, then put a privacy rule where This Project's Company is Current User's Company. This means on every creation of a project or any other datatype make sure to fill in the Company.

georgecollier · 2024-09-26T22:04:17.823Z

Tyler, you appear to have been blighted by the… purple plague?

tylerboodman · 2024-09-26T22:17:42.388Z

a pikachu is standing next to a pair of shoes

system · 2024-12-05T17:04:30.188Z

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