Hi Sonny,
Thanks for the post!
The best way to do this is to replace the text field in your form with a dropdown of the client list. That would obviously prevent any typos or mistakes on the part of the user. But failing that, yes, you can still do it.
First off, to have a submission only show up for a particular client based on the value they entered in that field, you'd use a
Client Map filter. Client Map filters let you create a single View that will behave differently for each client that logs into Form Tools. In your case, you'd define a rule like this:
Field: [the form field that contains the name of the client entered by the user]
Operator: LIKE
Client Field: Last Name
Then, after the View has been saved & assigned to all client accounts, each client that logs in would only ever see those submissions in which the user had entered their last name in that field.
(If you had a dropdown in your form for the client names, you could just make the values of each option the IDs of the client account, then set the Client Field to Account ID - that really would be a much better approach - it would ALWAYS work).
For the Promotional Code bit, would you want a View for this, or just allow the client to search by promotional code? That might be better.
But if you wanted to prevent any client from seeing any submissions except for those with a particular promotional code, then you'd probably just use a Standard Filter. You'd create multiple Views - each with a different Standard Filter, limiting the user accessing that View to only those submissions with a particular Promotional Code.
Reading over the above, it does sound a little complicated - so do let me know if you have any questions.
- Ben
