Can users manage the things they "own" in Softr?

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1

Hi everybody, possibly newbie question.

I’ve spent almost 10 hours trying to figure this out so decided to ask here.

What I need is the following functionality:

Ability for users to link records from different tables without showing all to all:

  • Table 1: Users of type X (manager)
  • Table 2: Users of type Y (employee)
  • Table 3: List of stuff (documents)

So let’s say manager is logged in and wants to update a document and associate it with a specific employee. Is that possible? Important here is that manager wants to update not to create. So employee exists already, potentially even the document.

The best I have achieved, is that manager gets a dropdown of employees or documents and selects them. However, there, I can’t find a way to have a manager see only “their” employees or “their” documents. Every manager sees every record.

Another important thing here is that the process needs to be automatic, meaning for every new user I need to do nothing for the app to be functional. So for example setting up manually custom views on airtable for each manager is no bueno. This is a road blocker for me, without it basically Softr, lovely as it is to build the UI, it is unusable.

So if anybody has any recommendations, I am open.

2

Conditional dropdowns :slight_smile: very much requested feature which is not yet available. I would recommend checking out Fillout Forms to integrate (either embed or link to it) as it does have this functionality and it integrates well with airtable.

There are workarounds even without views. Give the manager a login, in your airtable link people to their managers. Give the manager a list where you conditionally hide all who are not their employees. When you click into the list details of an employee add an “edit” action button to upload docs. In airtable store the docs to the employee. You might want to give it a think on who and how people can manage the teams.

Goodluck!

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3

Thank you so much! Clear!

The list won’t work for update though as manager will have to go through an “unconditional form” to select documents instead of uploading right? Also I will need to go the employee linking manually as well which I don’t love.