The finance and accounting team at a major construction company in the Southeast was exasperated with how much time they were spending to create invoices, quotes and estimates for customers.
A form with more than 50 components would take hours to complete, with numerous clicks and navigations to other pages or related objects needed to populate and finalize each form. It was slowing them down, wasting their time and making the user experience miserable.
The finance team asked Inovi Solutions if there was a way to automate the process so they could instantly and easily pull in information from numerous fields.
Our team took a deep dive into this vexing business problem to understand the pain points and frustrations, and then we studied the user cases in order to develop a strategic solution that could be used far beyond the finance team’s quote and estimate forms.
Our solution was custom development of Multiple Dynamic Component Rows (MDCR) within Lightning Web Components (LWC).
It is an elegant solution — backed by an enormous amount of complex and sophisticated back-end coding— that allows the user to add or even delete numerous additional line items for objects while maintaining a continuous user interface on the front end without having to refresh the window.
This is how it works:
Our approach was to create a Lightning component that we can embed on any page and would require a minimum number of clicks to add or remove multiple records from a single screen.
We rolled out the new feature for the construction company earlier this year, and the results were immediate: the finance group is saving 30-60 minutes for every single form they need to create.
Over the course of a workweek, someone who creates three or four forms is gaining back the equivalent of a half of a workday because of this new functionality that Inovi Solutions created.
The Multiple Dynamic Component Rows are more user friendly, they require fewer clicks, users don’t have to navigate away from a main window to hunt for other objects elsewhere, it’s easier to delete unnecessary components, and it minimizes the hassle and frustration of complex forms that are essential to their business.
If you would like to dig deeper into how we created Multiple Dynamic Component Rows, you can find the full code here in GitHub.
For complex Salesforce development projects, Inovi Solutions is a trusted partner for businesses who want to get it right. You can reach us here.
Five years ago, I started a strategic IT and Salesforce consulting firm to help other companies eliminate the stress of designing and implementing complex technology projects. My vision was for Inovitio to serve as a true business partner of other companies to help them avoid the “brain drain” that often plagues challenging projects, with frequent handoffs, employee turnover, miscommunication, and shortcomings in the testing environment that can hurt adoption or even harm business operations.
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