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Link Entries in Two Forms - Assign Client to Employee

By: Chris Titus | Asked: 01/30/2023
Forums › Category: How-to › Link Entries in Two Forms - Assign Client to Employee
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Chris Titus asked 2 years ago

I have two forms - Clients and Employees.

  • Clients - an onboarding form to collect information from new Clients.
  • Employees - a list of our employees (contact details). It's not linked to their Wordpress user IDs

Goals: I want to assign Clients to specific Employees.  An employee should only be able to see his/her assigned clients in a View.

  • Link these two databases (and the user IDs) to assign Clients to Employees
  • Create Views that display Client information to the Client, assigned Employee, and Admin
  • Create a dropdown menu for Employees to toggle between the different Clients they've been assigned

Any help would be greatly appreciated!

Thanks,
Chris

1 Answers
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Victor Font answered 2 years ago

This is a common requirement and one that is handled easily by Formidable. Your goals are on the right track, but the "how to" can vary depending on your design. At some point you need to link the employee id and clients. You can do this with a relationship form, a repeater field, or other methods. The best place to look for design ideas is the Formidable Knowledgebase. Please take the time to look up the difference between Dynamic vs. Lookup fields. Understanding the difference will make a difference for your design choices.

Chris Titus replied 2 years ago

Thanks Victor!

Michael ClarkMichael Clark replied 2 years ago

Victor's advice is great. If you have time and resources, build out a simple solution using each method, change some variables, according to context, and see how each looks, feels, and behaves.

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