Answering you: I’m not really clear on what I want. As I’m new to nocoDB, I am currently more trying to discover what’s possible to extract the maximum efficiency when designing (later on) mechanisms to integrate nocoDB with our systems.
Let me put a real example in my company: We are currently using Hubspot as a CRM. We mainly have:
Contacts (represents a person that is either a customer or a potential one)
Deals (represents the process for a potential purchase).
Relations:
1 Contact has 0 to n Deals.
Each Contact has a history of events:
Annotations general to the contact, logged calls not related to any specific deal, etc.
Each Deal has a history of events:
Annotations specific to this deal, logged calls regarding this deal.
Each entity has some properties:
Each contact has properties like verified or not, etc.
Each deal has properties like negotiation stage, potential amount, etc.
Appart from the Hubspot CRM we have an “agent panel” where our workers may access multiple information.
I was thinking to move all or part of the data from Hubspot to nocoDB and integrate in the agent panel some views that allow them navigate via the information.
Potential views:
List of contacts that I should attend today (for example those with open deals that have tasks pending to be completed), and able to navigate to the page of a specific contact.
List of deals, and able to navigat to the page of a specific deal.
Specific contact record (full-page contact display with all the relevant info, including the list of open and past deals for that person, and able to navigate to the deals)
Specific deal record (full-page deal display with all the relevant info, like the logged calls, annotations, internal notes, sent quotations, etc.)
Integration levels:
a) If all the interface is read-only I already win with respect what I currently have.
b) If I can take advantage of filtering and sorting, even better than a).
c) If I can set buttons in there to interact with the data, better even (for example when displaying a contact, a button to set a “verified” flag in the database) that’s better than b).
d) If that in fact records events and those events get projected into the nocoDB (being nocoDB the read-side of a CQRS system) even better than c).
I currently know how to do this with coding all that by myself. I usually have our applications in PHP and symfony and that’s perfectly fine.
The question in fact is: Might I do all this with a no-coding approach? For example in a wordpress (or even in any other no-coding platform).
This would open the potentiality to make things happen much faster because non-coders (ie: marketing people) could prepare the applications by themselves.
The goal of my question was to know how people are currently handling those types of no-coding full-stack systems in real situations when using nocoDB as the data-source.
Thank you so much for such a detailed explanation. You really know what you need
I have created a feature request for this. From my understanding the params level feature is already available at API level - its the matter of bringing to views level.
I would love to learn more about this detailed usecase above - if you could please book a time for us to chat that would be really helpful.
