We have an object where the record (customer project object) has custom fields for: Staff 1, Staff 2, Staff 3, etc.. The record has a custom field for start and end dates.
The Staff 1/2/3 custom field is a relational lookup to a Contact (filtered to know if the contact is a Staff/Worker).
This has been cumbersome to manage for various reasons, one in that we now have staff/workers that work different dates. We also need to create a Gantt view to show our customer deployments, with all staff and their start/end dates. It would also be nice to be able to click on the Staff member and pull up a specific Gantt view for all the projects they are working on/staffed for.
We could create custom start/end date fields for each Staff X field, but this is a lot of custom fields and manual work.
Is there a good way where in this Object's Record (customer project) where we can add each Staff member along with their start and end dates (unrelated to the Record's Start/End dates) without creating a large number of custom fields (Staff 1,2,3,4,5,6-> up to 30 staff) (then start/end dates for each individual staff member)?
Was thinking first, maybe a screen flow that asks for how many staff members for the customer project, then choosing the staff and then the start/end dates for each staff... But ultimately, do we need custom fields for every single staff and start and end dates?
Hi Dave,
You're right, you cannot more fields every time you hire someone new.
If you want to track staff and projects in a professional way, I would augges that you get an app from Appexchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003ItrEEAS&tab=eHope it helps,
David
