Web form with login?
If a guest user is logged in to Podio is it possible to reduce options in a relationship field on a web form to only items shared with that user?
I have suppliers whom I share items with from an app called "assignments". Once they complete the work of an assignment, they need to invoice us.
I made a web form for them to submit their invoices, where they can associate the invoice with the relevant assignment via a relationship field. However, as it is, they have to search for the assignment name from a huge drop down list (essentially, the database of all assignments, ever). Would it be possible to limit the list to only the assignments assigned to them? Since there are many assignments on one invoice, it can be hard to remember all of the names. Also, I'd rather the suppliers did not see the names of the assignments for things not assigned to them.
The only way to limit items that are displayed within the relationship field is by selecting a specific view (filter view) for that specific relationship field (See link below). Once you select the filter view, only items that are displayed within that view will populate within the relationship field. However, this will limit items within the relationship field for all members using the webform. If you have any further questions, please submit a Podio support ticket and we'll assist you from there.
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