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Jan 14, 2022 12:57 PM
Here’s my use case. I have admin tables that I control and users have user tables that they can see their private CRM information on. No users should be able to see other users private CRM info, but the collects data and users can copy it into their own tables, thereby getting a headstart by the admin.
Admin Tables:
User Tables:
Users here can add additional fields the admin is not collecting, such as private phone numbers, emails, notes, etc
On the Admin there is:
ACompanies Table - Record 1
AContacts Table - Record 1
I am trying to add functionality inside the no code app Stacker where a user can copy ACompanies & AContacts into UCompanies & UContacts, whereby users will only be able to see UContacts/UCompanies if their user account is linked into UContacts/Companies via the UTable. This is so they cannot see other user’s records of contacts/companies.
I have figured out how to create both an individual record of (1) UCompany by passing data from ACompany and (2) UContact by passing data from AContact. I can also pass data from PTable just fine. The way the automation is triggered is by having the user click a button in Stacker, which then will change the checkbox on ACompany or AContact to true, and the automation will reverse to False at the end. Notice the Users field I selected as well, I’ll come back to that.
But I have not been able to figure out how to do the following:
The only solution to this entire problem is that I can use Stacker’s autofill form functionality to create individual UContact & UCompany records and I think, pass in all the necessary related fields from the ACompany/AContact/Property tables. However, I’d like to find a way to allow users to BOTH (1) copy one company/contact to the user tables at a time or (2) copy all related companies/contacts to the user tables at one time since this may be a better user experience.
Hopefully that was a clear explanation!