I'm developing from the Projects starter solution. In my business, we have a number of distinct types of project, such as Visa Applications, University Applications, Housing Search, Business plans, Internal Projects...
Each involves a specific set of data. For example, if we're doing a visa application, we need to know the client's visa history; If we're doing a property search, we need to know their requirements etc etc.
I've added a field for 'Project Category' so that I can see the category in list view, and will presumably be able to filter and find from that field. What I want is to create a different layout for each project category, probably by adding a Tab control to the project details layout, with a couple of tabs for each layout type with the relevant fields.
My questions are:
1. How can I make a new record request demand a choosing of project type?
2. How can I make the project always open with the right layout?
3. I also want an easy way on each project of 'attaching' it to a client. So that the project layout shows it as attached to that client, and so I will be able to put a portal to all open and previous projects on the client's record. Similar to adding a resource to a task, but at the project level, and showing the client somehow separately to the resources working on the project.
Yes, I'm a bit new to FM. These may be either simple questions, or I may be going about it in completely the wrong way, so I'm very open to suggestions.
Thank you folks