You've completed Phase 3: Intermediate Skills! You've progressed from basic Tadabase concepts to powerful intermediate techniques that enable you to build sophisticated, production-ready applications. The skills you've mastered in this phase are essential for creating professional software that users will love.

Let's recap what you've learned, verify your mastery with a comprehensive checklist, and apply all your new skills to a capstone project.

Throughout Phase 3, you've mastered seven key skill areas:

1. Form Component Mastery

You learned to create advanced forms that provide excellent user experiences:

• Multi-page forms break long forms into manageable sections
• Conditional fields show only relevant inputs based on user selections
• Field dependencies automatically populate related data
• Form prefilling saves time with smart defaults
• Advanced validation ensures data quality and prevents errors
• Form layout and design creates intuitive data entry experiences

2. Searching and Filtering

You mastered techniques to help users find information quickly:

• Search components enable keyword search across fields
• Enterprise search searches across all tables simultaneously
• Component-level filtering narrows displayed records
• Filter operators provide precise control over queries
• Dynamic filters automatically adjust based on context
• Saved searches enable quick reuse of filter configurations

3. Working with Records

You learned comprehensive record management approaches:

• Multiple creation methods for different scenarios (forms, manual, import, API)
• Flexible editing approaches from inline to full edit forms
• Bulk operations for efficient mass updates and exports
• Record history tracking for compliance and debugging
• Smart deletion strategies with soft delete and recovery options

4. Introduction to Equations

You mastered formula fundamentals for calculations:

• Text formulas combine and manipulate text fields
• Number formulas perform mathematical calculations
• Date formulas calculate dates and durations
• Field references pull data from other fields
• Conditional logic with IF() statements
• Common patterns for typical business needs

5. Rollup Fields and Aggregations

You learned to aggregate data across connected records:

• SUM adds values from connected records
• COUNT counts number of connections
• AVG calculates averages
• MIN/MAX finds lowest/highest values
• Filtered rollups aggregate only specific records
• Combined with equations for advanced calculations

6. Action Links and Details

You mastered interactive record navigation:

• Action links enable record operations (view, edit, delete, custom)
• Detail components display comprehensive record information
• Connected record displays show related data automatically
• Detail page organization creates effective record views
• Navigation aids help users move through record hierarchies

7. Advanced Components

You learned to use specialized components for unique views:

• Kanban for visual workflow and pipeline management
• Calendar for scheduling and date-based data
• Map for geographic and location information
• Timeline for chronological event display
• Choosing the right component for each data type

Verify you've mastered Phase 3 skills. Check each item you can confidently accomplish:

Forms

• ☐ Create a multi-page form with 3+ pages
• ☐ Implement conditional fields that show/hide based on user input
• ☐ Set up cascading dropdowns (field options filter based on another field)
• ☐ Configure form prefilling from connected records
• ☐ Add advanced validation rules with custom error messages
• ☐ Design a user-friendly form layout with logical field grouping

Search and Filtering

• ☐ Add a search component to a table
• ☐ Configure enterprise search across multiple tables
• ☐ Create component-level filters with multiple fields
• ☐ Use appropriate filter operators for different field types
• ☐ Implement dynamic filters based on current user
• ☐ Set up saved searches for common views

Record Management

• ☐ Create records using multiple methods (form, manual, import)
• ☐ Set up inline editing in a table component
• ☐ Configure and execute bulk update operations
• ☐ Enable record history tracking
• ☐ Implement soft delete with recovery option
• ☐ Set up appropriate record permissions

Equations

• ☐ Create a text equation that combines multiple fields
• ☐ Build a number equation with mathematical operations
• ☐ Write a date equation that calculates age or duration
• ☐ Use IF() statements for conditional logic
• ☐ Reference fields from connected records in equations
• ☐ Troubleshoot equation errors and unexpected results

Rollups

• ☐ Create a SUM rollup to total values
• ☐ Create a COUNT rollup to count connected records
• ☐ Create an AVG rollup to calculate averages
• ☐ Set up a filtered rollup (e.g., count only "Active" records)
• ☐ Combine rollup with equation for percentage calculation
• ☐ Create multi-level rollup across connection chains

Action Links and Details

• ☐ Add action links to a table component (view, edit, delete)
• ☐ Create a comprehensive detail page
• ☐ Display connected records on detail pages
• ☐ Configure action permissions for different roles
• ☐ Create custom page action links
• ☐ Implement tabbed detail page for complex records

Advanced Components

• ☐ Create a Kanban board with drag-and-drop
• ☐ Set up a calendar component for scheduling
• ☐ Build a map view with location data
• ☐ Configure a timeline for activity history
• ☐ Choose appropriate component for different data types
• ☐ Combine multiple component types on one page

Overall Competency

• ☐ Build a complete application using Phase 3 skills
• ☐ Explain when to use each technique
• ☐ Troubleshoot common issues
• ☐ Follow best practices for performance and usability
• ☐ Create production-ready, user-friendly applications

If you can check most of these items, you're ready to proceed to Phase 4. If you're uncertain about any areas, review those sections before continuing.

Apply all your Phase 3 skills by building a complete Order Management System. This project incorporates forms, filtering, equations, rollups, action links, and advanced components.

Project: Order Management System

Project Overview

Build a system to manage customers, products, orders, and order line items. The application should allow users to create orders, track status, calculate totals, and view comprehensive dashboards.

Requirements

1. Data Structure

Create four tables:

Customers Table:

• Company Name (text)
• Contact Name (text)
• Email (email field)
• Phone (phone field)
• Address (address field)
• Status (dropdown: Active, Inactive)
• Total Orders (COUNT rollup from Orders)
• Total Revenue (SUM rollup from Orders → Order Total)
• Average Order Value (AVG rollup from Orders → Order Total)
• Last Order Date (MAX rollup from Orders → Order Date)

Products Table:

• Product Name (text)
• SKU (text, unique)
• Description (paragraph)
• Unit Price (currency)
• Category (dropdown: Electronics, Clothing, Home, Sports, Other)
• In Stock (number)
• Status (dropdown: Active, Discontinued)
• Total Units Sold (SUM rollup from Line Items → Quantity)
• Total Revenue (SUM rollup from Line Items → Line Total)

Orders Table:

• Order Number (auto-increment)
• Customer (connection to Customers)
• Order Date (date)
• Status (dropdown: Draft, Submitted, Processing, Shipped, Delivered, Cancelled)
• Shipping Address (address field)
• Subtotal (SUM rollup from Line Items → Line Total)
• Tax Rate (number, default 0.08)
• Tax Amount (equation: Subtotal × Tax Rate)
• Shipping Cost (number)
• Order Total (equation: Subtotal + Tax Amount + Shipping Cost)
• Item Count (COUNT rollup from Line Items)

Order Line Items Table:

• Order (connection to Orders)
• Product (connection to Products)
• Quantity (number)
• Unit Price (equation: Product.Unit Price)
• Line Total (equation: Quantity × Unit Price)

2. Forms

Customer Form:

• Single-page form with all customer fields
• Validation: Required fields (Company Name, Contact Name, Email)
• Email format validation
• Default Status to "Active"

Product Form:

• All product fields
• Validation: Required (Product Name, SKU, Unit Price)
• SKU uniqueness check
• Default Status to "Active"

Order Form (Multi-Page):

• Page 1: Customer Selection
  • Customer field
  • Order Date (prefill with today)
• Page 2: Shipping Information
  • Shipping Address field
  • Conditional: Checkbox "Same as customer address" → If checked, hide shipping address field
• Page 3: Order Details
  • Status (dropdown, default to "Draft")
  • Shipping Cost
  • Note: Line items added after order creation

Line Item Form:

• Product (dropdown)
• Quantity (number)
• Unit Price (auto-populated from product, read-only)
• Line Total (auto-calculated, read-only)
• Validation: Quantity must be greater than 0

3. Search and Filtering

Customers Page:

• Search component (search by Company Name, Contact Name, Email)
• Filters: Status, Total Revenue range
• Saved search: "Top Customers" (Total Revenue > $10,000)

Products Page:

• Search component (search by Product Name, SKU)
• Filters: Category, Status, Price range
• Saved search: "Low Stock" (In Stock

Orders Page:

• Search component (search by Order Number, Customer Name)
• Filters: Status, Order Date range, Customer
• Dynamic filter: "My Orders" (if implementing user assignment)
• Saved searches:
  • "Recent Orders" (This Month)
  • "Pending Orders" (Status = Submitted or Processing)

4. Detail Pages

Customer Detail Page:

• Customer Details component
• Action buttons: Edit, Delete
• Orders table (filtered to this customer)
  • Action links: View, Edit Order
• Summary metrics displayed prominently:
  • Total Orders
  • Total Revenue
  • Average Order Value
  • Last Order Date

Product Detail Page:

• Product Details component
• Action buttons: Edit, Delete (prevent if has line items)
• Order History table (Line Items where Product = this product)
  • Show Order Number, Customer, Date, Quantity
• Summary metrics:
  • Total Units Sold
  • Total Revenue

Order Detail Page:

• Order Details component
• Customer info (from connection)
• Action buttons: Edit, Delete, Change Status
• Line Items table
  • Inline add line item
  • Action links: Edit, Delete
  • Show Product, Quantity, Unit Price, Line Total
• Order totals displayed:
  • Subtotal (auto-calculated from rollup)
  • Tax (auto-calculated from equation)
  • Shipping
  • Grand Total (auto-calculated from equation)

5. Advanced Components

Orders Kanban View:

• Kanban component on Orders page
• Columns: Draft, Submitted, Processing, Shipped, Delivered
• Cards show: Order Number, Customer, Total, Date
• Drag-and-drop enabled to change status
• Hide "Cancelled" orders from Kanban

Dashboard Page:

• Summary statistics (using equations and rollups):
  • Total customers
  • Total products
  • Orders this month
  • Revenue this month
• Recent orders table (last 10 orders)
• Top customers table (highest revenue)
• Low stock products alert

6. Bonus Features (Optional)

• Customer map showing customer locations
• Order timeline showing status change history
• Calendar view of order delivery dates
• Bulk order status updates
• Export customers/orders to CSV
• Generate PDF invoice for orders

Follow these steps to build your Order Management System:

Step 1: Data Setup (1-2 hours)

1. Create the four tables with all fields
2. Set up connections between tables
3. Create rollup fields in Customers, Products, and Orders
4. Create equation fields for calculations
5. Test with sample data

Step 2: Forms (1-2 hours)

1. Create customer and product forms
2. Build multi-page order form with conditional logic
3. Create line item form with auto-population
4. Add validation to all forms
5. Test form submission and data validation

Step 3: List Pages with Search/Filter (1 hour)

1. Create Customers, Products, and Orders list pages
2. Add search components
3. Configure filters for each page
4. Set up saved searches
5. Add action links (View, Edit, Delete)

Step 4: Detail Pages (1-2 hours)

1. Build customer detail page with orders table
2. Build product detail page with order history
3. Build order detail page with line items
4. Add appropriate action buttons
5. Test navigation and connected record display

Step 5: Advanced Components (1 hour)

1. Create Orders Kanban view
2. Build dashboard with summary stats
3. Add any bonus features
4. Test all components

Step 6: Testing and Refinement (1 hour)

1. Create test customers, products, and orders
2. Test all forms, filters, and actions
3. Verify equations and rollups calculate correctly
4. Test on mobile devices
5. Refine layout and styling

Total Estimated Time: 6-9 hours

Your Order Management System should demonstrate:

Functionality

• ✓ All four tables created with proper fields and connections
• ✓ Rollups calculate totals, counts, and averages correctly
• ✓ Equations compute line totals and order totals accurately
• ✓ Forms validate data and have appropriate defaults
• ✓ Multi-page order form works with conditional fields
• ✓ Search and filters return correct results
• ✓ Detail pages show all relevant information
• ✓ Kanban board updates order status via drag-and-drop
• ✓ Dashboard displays accurate summary statistics

Usability

• ✓ Navigation is intuitive and logical
• ✓ Forms are easy to complete
• ✓ Filters help users find records quickly
• ✓ Detail pages provide comprehensive record views
• ✓ Action links are clearly labeled
• ✓ Application works well on mobile

Technical Quality

• ✓ No broken equations or calculations
• ✓ Proper use of field types
• ✓ Efficient data structure
• ✓ Appropriate permissions (if implementing users)
• ✓ Follows best practices from Phase 3

By completing Phase 3, you've:

• Gained Intermediate Expertise: You can build sophisticated applications with advanced features
• Mastered Critical Skills: Forms, filtering, calculations, and aggregations are essential for most applications
• Built Production-Ready Apps: You can create applications that users will actually use and enjoy
• Prepared for Automation: The foundations you've built prepare you for automation and rules in Phase 4
• Increased Efficiency: You can build applications faster and with better quality
• Expanded Possibilities: You can tackle more complex business requirements

You're now ready for Phase 4: Automation & Logic! In the next phase, you'll learn:

Phase 4: Automation & Logic

• Action Rules: Automate actions when records are created, updated, or deleted
• Field Rules: Update fields automatically based on conditions
• Scheduled Tasks: Run automated processes on schedules
• Email Automation: Send automated notifications and alerts
• Workflow Automation: Build multi-step automated processes
• Conditional Logic: Create intelligent, responsive applications

Before Moving On

Before starting Phase 4, ensure you:

• Complete the Phase 3 Capstone Project
• Can check most items on the mastery checklist
• Feel confident with equations and rollups
• Understand when to use different component types
• Can troubleshoot common issues

Optional Practice

For additional practice before Phase 4:

• Build another application using Phase 3 skills (CRM, project manager, inventory system)
• Recreate a process from your workplace
• Help someone else learn Phase 3 concepts
• Experiment with advanced equation patterns
• Build a complex dashboard with multiple component types

As you continue your Tadabase journey:

• Practice Regularly: The more you build, the better you get
• Experiment: Try new combinations of features
• Learn from Others: Explore the Tadabase community
• Stay Current: Tadabase regularly adds new features
• Share Knowledge: Help others learn
• Build Real Solutions: Apply skills to actual business needs

You've achieved a major milestone in your Tadabase mastery. The intermediate skills you've learned in Phase 3 are the foundation for building professional, scalable applications. You should be proud of your progress!

You're well on your way to becoming a Tadabase expert. Keep building, keep learning, and enjoy the journey!

Hands-On Exercise (To Be Added)

Exercise placeholders will include practical activities such as:

• Complete the Order Management System project
• Add bonus features to enhance the system
• Build a second application using all Phase 3 skills
• Create a presentation demonstrating your capstone project
• Document your learning journey and key takeaways

Final Assessment (To Be Added)

Quiz questions will test understanding of:

• All Phase 3 concepts comprehensively
• When to use each technique learned
• Best practices for intermediate features
• Troubleshooting common issues
• Application architecture and design decisions