Hi! My name is Justin Coffey and I'm really looking for some ideas/suggestions on how to complete a task on a project I'm working on.
The site I'm developing is acting as a "web portal" for independent sales representatives. At this time, I'm working independent from the company but with their go ahead. As a result, my goal is to not ever directly link up with their servers or databases at their corporate headquarters.
Here is a brief example of the real world workflow:
- Independent Rep. ("IR") logs in to my site and submits an enrollment form. The form is NOT published and awaits moderation using the Mod8 module.
- Designated corporate or master agents login and review the submitted forms to ensure they are formatted correctly or to inform the IR of any additional information or changes they need to make before the form is required. Once it is completed successfully, the moderator approves it and the content permission only allows the author and specific users (set by permissions) to view it.
- Each week, a list will be generated using the "Views" module and exported (either manually, or in a .CSV, to become an Excel file.. Havn't figured this one out quite yet) to be sent to the Corporate HQ. Currently this is ALL being done manually (Read paper enrollment form and input the information into an Excel document).
Here's where the fun starts and I need a lot of help with.
- Corporate HQ submits the information and after a week or two receives reports from the 3rd party suppliers/carriers if the enrollment was approved, requires more information, or cancelled. They combine all these reports into a single Excel file and send it to the Master Agents. The functionality they want from me is to be able to upload/import the file (which I said would be converted into a .CSV file) to my site and then update the IR's enrollment forms to show if they were Approved, etc, etc. and then have the ability to create a "Views" page to produce a Report for the individual reps on their accounts and status.
So.
My question is how I could import CSV data and have Drupal interpret it and update the forms and/or provide a report to show their statuses?
I'm thinking of using like Node References, Hidden CCK fields, etc but I havn't really done any research on this yet and am hoping to save a lot of time with your help on the research and "how to".
Thanks a ton for any input and ANY input would be extremely helpful!