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Creating a form submittable database

centixo
Champ in-the-making
Champ in-the-making
I am trying to find a solution that can be integrated into an Alfresco environment. Our company sends sales reps out to customers who review their power plant and figure out a way to sell them one of our products to assist in a problem they are having. We want to setup a form someone fills out with the specifics that creates a "case study" that has linked pdf files and images related to each case.

Then we want to have the database searchable using filters where another employee can lookup case studies from the past and drill down lists based on criteria.

This can get a bit indepth and I looked into a few options but hopefully someone here might have another suggestion.
1 REPLY 1

mrogers
Star Contributor
Star Contributor
So start simple.   Experiment first with a folder that contains a case study and drop in whatever PDF and images relate to that case study.      Then consider your "case study" type what data needs to go onto it, and who and when does that data get added.

You can then consider improving the linking between the "case study" and the "supporting documents."   At some point you will probably want a "supporting document" aspect.   

You may also want to have workflow around the case studies, since there is probably some control for case studies.