Hi there, I’m pretty new to Coda. So basically I’ve created an onboarding doc for new customers that contains a bunch of sub tasks that are contained in pages/subpages. I would like to have a check box under each sub task for the suer to check once completed.
I would also like a summary of the status of all the tasks to appear on the homepage. What’s the best way to do this as I can’t seem to connect/reference a checkbox?
Apparently as a new user I can only put one embedded media in this post so I’ve put them next to each other…
So for instance, step 1 in the onboarding process is to Connect a Seller Central account to our tool. This is a subpage. I have a video explaining how to do it with the idea of a checkbox being there for them to use once they’ve completed the task.
On the homepage, I have an Onboarding checklist that I’d like to reference the status of the checkbox that’s contained in the Connect a Seller Central account subpage so that there’s a central place in the homepage where they can check on the status of all the tasks they need to do (these tasks are all in separate subpages).
Sadly, I don’t think it’s doable this way but I may have something for you which could give you a similar result .
Instead of using a canvas Checkbox in the subpages, I’ve created small helpers tables in each subpages.
They only have 3 fields :
One for the name of the subpage (which can be hidden ), one checkbox and a button .
(You can also hide everything around those tables if necessary )
The button on each subpages does 2 things :
It checks the checkbox in the Subpage X table
It compares the names of the subpage in the Subpage X table with the name of the subpages in the table I’ve called All Subpages and then checks the appropriate checkbox .
It also disable itself once the checkbox in the table Subpage X has been checked.
this works the other “way around” compared to what you wanted, but I can think of an other method to do what you’re asking .
Thanks so much! In your doc, when I click on a subpage 1, it reflects in the All Subpages properly but when I try uncheck subpage one, the All Subpages doc remains checked. Is this what you mean by the fact it only works “1 way”?
@Rael_Cline : the checkboxes are not linked to one another, the button just check them .
So yes, in my first sample above, it was just working “one way” and the checkboxes needed to be unchecked manually .
Sorry, I didn’t think this through the first time .
But, after lots of tryouts, I finally was able to create a button that will check the appropriate checkboxes and uncheck them, if necessary .
In my sample here, the button :
Check the checkbox in the table Subpage X if the checkbox is uncheck and uncheck it if it’s already checked.
Compares the name of the subpage in the Subpage X with the names of the subpages in the table All Subpages 2 and find the appropriate checkbox but it apply the same it just applied in the checkbox of the helper table Subpage X ( ).
I’m very sorry, I sometimes have troubles with what should be obvious so I completely missed an easy solution that should be working for you .
Instead of using buttons, you could just simply used linked filtered views of your Onboarding Checklist in each of the subpages .
So here, in my sample, I still have a table with all the subpages and in each subpage I’ve created a view of that table and filtered it accordingly with the subpage.
To filter that view, I’ve added a field Subpage-Text (which can be hidden) which just converts the @mention to the subpage into a text and used this field to filter the view.
As the views are connected to the table listing all the subpages (views are basically just another way to display a table), it means that when a checkbox is check or uncheck in the table with all the subpages, it will also be the case in the filtered views of that table and vice-versa .