Hi every one, Im new to bubble I need some help to solve a problem:
I have users companies and accounts
Users can be linked to one or more companies and each company can decide to categorize all their transactions in diferent accounts and sub accounts.
I created a relationship between Users and Companies with a list of things to allow Users to be linked to multiple conpanies (eg accountants) each company has an ID and that ID is asigned to the user in the list of things for the user data type and then I use the IDs asigned to the user as states the user can select, to let the user switch from one company to another and see all the data of those companies.
Now, the accountant has to organize and classify all the data (transactions) in diferent accounts and sub-accounts, diferent companies have diferent type of transacctions and will need a diferent set of accounts and sub-accounts to classify its data. So I want to create a “default” set of accounts and sub-accounts but let the accountants modify the names and number of accounts as they see fit.
Problem: how do I set up a database that has a default number of accounts and subaccounts but that will keep track of the company ID and let users decide if they want to change ad or remove accounts and those changes made in one company dont afect data from another company?
The only somution I found so far is create a work flow at the sign up process that will create new things (default accounts and subaccounts) with the company ID just created. But im not sure if thats the most efficient way to achieve the end goal.
Any links to articles or posts that talk about what I want to do or any idea that could help will be apreciated very much.
Thanks in advance,
Nate.