Thread

Hello,

I’m running v2.5.2 - Build: 20120606. A client requested a wedding to-do checklist that is custom to each user.

The user can check mark items from the generic list that have been accomplished. They should also have the ability to create new list items and delete existing items from the checklist. Also included, should be the ability to apply a projected cost to each item along with an actual cost.

The checklist is currently setup as an individual entry per user where categories signify items of the checklist. For example the parent category defines the time frame (ie “9-11 months before the wedding”) and it’s child categories define the checklist items that need to be accomplished during that time frame (ie “Send out save-the-date cards”)

The Parent categories (time frames) are static. However, I need the child categories (checklist items) to be dynamic.The user needs the ability to manage these categories on the front-end via safecracker.

Another kicker is that each category item needs to have a budgeted amount and actual cost applied to it for budget calculations. was hoping to do this using category fields per member ID.

I’ve attached a screenshot to *hopefully* better clarify my intentions.

Please help me come up with the best direction to go with this checklist. Thank you for your help.

Is it possible to use Matrix? If so I think I would try to approach this without using categories. Then each member would have a single Checklist channel entry, where they would add/delete/update items (Matrix rows).  Something like:

checklist (channel)

 member_id (text field)
 
 items_time_frame_1 (Matrix field, allows for add/delete multiple rows)
  item_description (Matrix column, text field)
  item_budget_1 (Matrix column, text field)
  item_budget_2 (Matrix column, text field)
  
 items_time_frame_2 (Matrix field, allows for add/delete multiple rows)
  item_description (Matrix column, text field)
  item_budget_1 (Matrix column, text field)
  item_budget_2 (Matrix column, text field)

 etc.. for how many pre-wedding time frames you have.