I’m looking for insights on how to achieve the implementation of the following app. So far I have spend a couple of days exploring and reading the documentation. I wish I could look at how the CRM/Case management apps were implemented to better understand the possibilities offered by the platform, however using https://latest.cortezaproject.org/ it appears we don’t have admin access to look at technical details. I’m missing examples to be able to figure out by myself.
Short description of targeted app
This is a team schedule/capacity planning. Basically, I want to have a list of Employees, a list of Projects, and define how to allocate Employees to Projects given a percentage of allocation (20%; 40%; 100% of Employee time
At the end, being able to report of free times/allocated times is key
Looking at Corteza, it will be very simple to setup the whole data model and the lists/forms.
Looking at Automations, I wonder how I will be able to write the necessary scripts that will generate the employee allocations based on the allocation definitions that will be provided by the user.
The CRM and Case Management solutions will soon be made available again on the Aire Public Library of our-soon-to-be-launched Aire AI Platform (https://aireapps.com), along with many other applications . We’ll also make them available via Github.
We don’t give admin access on any of our test servers, because it means that everyone could mess with each others’ work. However, Corteza can be downloaded free of charge or services like Elest.io provide really cheap hosting or free Bring-Your-Own-VM models.
It might be good idea to try Aire, which is currently available in a pre-release format. It builds an app for you based on your prompt and inputs, but also allows you to shape the app’s data model and other elements as you go.
Please keep an eye on the forum here. We’ll post a link to the CRM and Case Management configurations shortly.
Automation scripts would allow you to write any code you might need, so they shouldn’t be a limiting factor.
If you’re worried about a specific bit, let us know; It’s kind of difficult to say based on what you’ve written down.