2200 Phase 3 Introduction
Phase 3: Intermediate Skills - Introduction
Welcome to Intermediate Skills
What You'll Master in Phase 3
1. Form Component Mastery
Forms are the primary way users interact with your application. You'll learn:
- Creating multi-page forms for better user experience
- Implementing conditional fields that show/hide based on user input
- Setting up field dependencies and dynamic defaults
- Prefilling forms with existing data
- Advanced validation techniques
- Custom form layouts and styling
2. Searching and Filtering
Help users find exactly what they need quickly:
- Configuring search components
- Implementing enterprise search
- Component-level filtering
- Understanding filter operators
- Creating dynamic filters
- Setting up saved searches
3. Working with Records
Master record management techniques:
- Creating records manually and via forms
- Editing records efficiently
- Performing bulk operations
- Tracking record history and logs
- Managing deletions and recovery
4. Introduction to Equations
Perform calculations and transformations:
- Text formulas for string manipulation
- Date formulas for calculations
- Number formulas for math operations
- Field references and syntax
- Common formula patterns
5. Rollup Fields and Aggregations
Aggregate data from connected records:
- Understanding rollup fields
- Sum, Count, Average, Min, Max functions
- Rollups with connections
- Calculating across related records
- Performance considerations
6. Action Links and Details
Create interactive record views:
- Creating action links
- Link actions (edit, delete, view)
- Details component configuration
- Displaying connected records
- Customizing detail layouts
7. Advanced Components
Leverage specialized components:
- Kanban component for pipeline management
- Calendar component for scheduling
- Map component for geographic data
- Timeline component for chronological views
- When to use each component type
8. Phase 3 Project
Apply all your learning by building a complete Order Management System that incorporates all intermediate skills.
Who Is This Phase For?
- Have completed Phases 1 and 2 (or have equivalent knowledge)
- Understand basic data structure and components
- Are ready to build more sophisticated applications
- Want to create better user experiences
- Need to implement calculations and aggregations
- Want to explore advanced component types
Prerequisites
- Data Structure - Creating tables, adding fields, defining relationships
- Basic Components - Adding tables, forms, and detail components to pages
- Field Types - Understanding common field types and when to use them
- Pages - Creating pages and navigation
- Builder Interface - Navigating the Data Builder and Page Builder
Learning Approach
Concept Explanation
Each topic starts with clear explanations of what the feature is, why it's useful, and when to use it.
Visual Examples
Screenshots and diagrams illustrate key concepts and configurations.
Step-by-Step Instructions
Detailed walkthroughs show you exactly how to implement each feature.
Real-World Scenarios
Practical examples demonstrate how to apply skills to common business needs.
Best Practices
Learn the right way to implement features for optimal performance and user experience.
Hands-On Exercises
Practice activities help reinforce learning through application.
Time Commitment
| Article | Estimated Time |
| Form Component Mastery | 2-3 hours |
| Searching and Filtering | 2-3 hours |
| Working with Records | 1-2 hours |
| Introduction to Equations | 2-3 hours |
| Rollup Fields and Aggregations | 2-3 hours |
| Action Links and Details | 1-2 hours |
| Advanced Components | 2-3 hours |
| Phase 3 Project | 3-4 hours |
| Total | 15-23 hours |
- Available time
- Prior experience
- Learning speed
- Complexity of your projects
What You'll Build
Week 1: Forms and Search
- Multi-page form for customer onboarding
- Conditional form with dynamic field visibility
- Advanced search interface with filters
- Saved search configurations
Week 2: Calculations and Aggregations
- Calculated fields for invoice totals
- Date calculations for due dates
- Rollup fields for customer totals
- Aggregated dashboards
Week 3: Advanced Views and Final Project
- Kanban board for sales pipeline
- Calendar view for appointments
- Map view for locations
- Complete Order Management System
Skills You'll Gain
- Design Better Forms - Create user-friendly, intuitive forms with conditional logic
- Implement Powerful Search - Help users find information quickly and easily
- Manage Records Efficiently - Perform bulk operations and track changes
- Perform Calculations - Create formulas for text, numbers, and dates
- Aggregate Data - Calculate totals, averages, and counts across related records
- Build Interactive Views - Create action links and detailed record displays
- Use Advanced Components - Implement Kanban, Calendar, Map, and Timeline views
- Create Professional Applications - Build complete, production-ready systems
Real-World Applications
Sales and CRM
- Multi-step lead intake forms
- Kanban pipeline views
- Calculated fields for deal values
- Rollup totals for customer revenue
- Advanced search and filtering
Project Management
- Task management with status boards
- Timeline views for project schedules
- Calculated fields for progress tracking
- Rollup fields for project totals
- Bulk operations for task updates
Inventory and Orders
- Multi-page order forms
- Calculated line items and totals
- Rollup fields for inventory levels
- Advanced product search
- Order detail views with action links
Event Management
- Registration forms with conditional fields
- Calendar views for event schedules
- Map views for venue locations
- Rollup fields for attendance counts
- Bulk attendee operations
Service and Support
- Ticket intake forms
- Kanban views for ticket status
- Calculated fields for SLA tracking
- Advanced search for ticket history
- Bulk ticket operations
How This Phase Fits in Your Learning Journey
Building on Foundation
You'll take the basic skills from Phases 1 and 2 and apply them in more sophisticated ways.
Preparing for Automation
The formulas and aggregations you learn here will prepare you for automation and rules in Phase 4.
Enabling Complex Applications
These intermediate skills enable you to build production-ready applications that users will love.
Foundation for Advanced Topics
Later phases assume you're comfortable with the concepts covered here.
Learning Objectives
- Design and implement multi-page forms with conditional fields and validation
- Configure search and filtering to help users find information quickly
- Manage records efficiently using manual creation, bulk operations, and tracking
- Write formulas for text, date, and number calculations
- Create rollup fields to aggregate data across related records
- Build interactive views with action links and detail components
- Implement specialized components including Kanban, Calendar, Map, and Timeline
- Build a complete application that incorporates all intermediate skills
Assessment and Progress
Hands-On Exercises
Each section includes practical exercises to apply what you've learned.
Knowledge Checks
Quiz questions test your understanding of key concepts.
Phase Project
The final project requires you to apply all skills from Phase 3.
Phase Checklist
Verify you've mastered all objectives before moving to Phase 4.
Support and Resources
Documentation
Refer to the Tadabase documentation for detailed feature references.
Community
Ask questions in the Tadabase community forum.
Support
Reach out to Tadabase support if you get stuck.
Video Tutorials
Watch complementary video tutorials for visual learning.
Tips for Success
- Take Your Time - Don't rush through concepts. Practice until you're comfortable.
- Build Real Examples - Apply learning to your actual business needs.
- Experiment - Try different configurations to see how they work.
- Take Notes - Document formulas and configurations for future reference.
- Complete All Exercises - Hands-on practice is essential for mastery.
- Ask Questions - Don't hesitate to seek help when needed.
- Review Previous Phases - Revisit Phase 1 and 2 concepts as needed.
- Complete the Project - The final project solidifies all your learning.
What's Next
Phase 4: Automation & Logic
Learn to create rules, triggers, and automated workflows that make your applications intelligent and efficient.
Phase 5: User Management
Implement security, roles, and permissions for multi-user applications.
And Beyond...
Continue your journey through advanced data operations, integrations, AI features, and expert topics.
Ready to Begin?
Next: Continue to Form Component Mastery to begin building advanced forms.
Hands-On Exercise (To Be Added)
Exercise placeholders will include practical activities such as:
- Planning an application that uses intermediate features
- Identifying opportunities for forms, calculations, and advanced components
- Reviewing example applications that use Phase 3 skills
- Setting learning goals for Phase 3
Knowledge Check (To Be Added)
Quiz questions will test understanding of:
- What skills are covered in Phase 3
- Prerequisites for Phase 3
- Applications you can build with intermediate skills
- How Phase 3 fits in the overall learning path

We'd love to hear your feedback.