Oct 19, 202309:01 AM - edited Oct 19, 202309:01 AM
I would like to create a user portal where our Board Members can login and read displayed information from a base and respond some basic questions (Yes/No, Check mark, comments) that would become linked records.
I've found a way to add the reviews inline while viewing a Record View, but ideally, the option to add would be at the top of the field (and possibly hiding the other reviews written, or displaying them in another place), and it would automatically capture the User Name. Moreover, I would like it to be able to show which of the records that person has not yet reviewed. Is there a better way to do this? Possibly via integrations/extensions, or better yet...free forms!
I feel like I don't know the terminology well enough to find what I'm looking for, but surely it exists!