Creating a Template Feature Within Your App

Questions
1

Hi,

I’m having trouble finding resources/threads about building a Template feature for my project management tool I’m building.

So far, I’ve been able to do the following:

  1. I’ve been able to successfully create a Template and Template Task as data types. This successfully have Names/Descriptions/Attachments/etc that can be saved and used when creating an Event.
  2. When creating an Event data type, which uses the Template, I’ve been able to assign a Template to the Event successfully.

The problem is how do I create a unique data type that uses the Template Task format but does not override it when saved?

I’ve created another Data Type called Event Task, which is meant to act as a one off Template Task, but I’m having trouble duplicating and assigning those Event Tasks to the Event based on the Template assigned to the Event.

Any help here would be greatly appreciated.

2

Hey. Welcome to the Bubble community! :wave:

I’m sure there are many ways to do this. Just one idea:

Why not create one ‘event’ type, have a field in it that is ‘template y/n’ set as “yes” when it’s a template.

The other ones default to “no”. Then you can just copy a thing and change the ‘template y/n’ to “no” for the copied thing.

Would that work? :man_shrugging:t2:

Hope that helps! :blush:

@j805 www.NoCodeMinute.com

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3

Hey, thanks for your reply and warm welcome.

Unfortunately, I’m not sure I grasp how this would work. I’ve posted some screenshots below in sequential order, from a user perspective, to further illustrate what I’m looking for.

Step 1: User is creating an event via a popup.
image

  • In the Choose a Template input, they are selecting a template they made that includes a Repeating List of Tasks (Data Type) associated with the Template.

Step 2: After they create the Event, it gets added to the calendar and they can edit it and provide more information.

image
image520×718 16.2 KB

  • This is the edit popup. The blue box area is meant to be a Repeating List that contains the Template Tasks, that was pre-defined by the user, and selected in the previous step.

I believe I’m trying to do the following:

  • Somehow create a data type called Event Tasks that is a copy of the Template Task. However, I’m not sure how to copy them and assign them to the Event. (This would have to be done in Step 1, after the Template is selected and saved)
  • Once the Event Task are copied and assigned to the Event, the user can edit the Event Tasks in the Edit popup (in the repeating group) and save them.
  • This would provide the event with unique tasks and leave the Template Tasks untouched.

Again, thanks for your answer and appreciate your support here!