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Setting field default value to client-related data
#2
Since there hasn't been any reply, I've managed (after many hours of work with the PHP code) to solve this.

I created a field (let's say client_id) in the form, which is made uneditable in the clients' view, and set the Client Map Filter to filter on match client_id = ID

Then, in submissions.php added a line in the create_blank_submission function that added the account_id to the client_id field when the submission was created.

Now, whenever a submission is created, the client_id is set to the account's ID number so I know who created the entry, and the filter will not allow that client to edit the field.

Of course, the field is editable by the admin and I plan to add a little sophistication in the future that will allow admin to make an individual record viewable (and so editable) to any clients by adding their ID to the client_id field (needs care in designing the logic of course).
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RE: Setting field default value to client-related data - by gotty - Aug 10th, 2016, 5:13 AM

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