Hello,
I have created a client portal. Our clients log in to see their account statements, disbursement request logs, and make new requests. Our clients also often have coordinators on their accounts who need to see their documents like the clients do. Clients have a unique stableID, coordinators have an agencyUID so that everyone associated with that agency all has the same one.
I have created a coordinator section of the home page that lists all of each agency’s (coordinator’s) clients, and links to their account statement, log, and request form. However, when they click on the links to the document they want to see (statement or log), they’re seeing all of their clients’ information in one confusing statement or log instead of just that one client’s statement they needed to see in that moment.
Conditional filters are set like this on said tables:
What am I doing wrong?