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Visibility for specific users not user roles

By: Peter Code | Asked: 02/20/2024
Forums › Category: How-to › Visibility for specific users not user roles
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Peter Code asked 5 months ago
I'm trying to allow clients to login and view the results of a survey I used formidable pro for. I just want to give them access to the reports tab from the survey builder. I only want them to access their form though, I don't want them seeing other client forms and surveys. Currently the visibility settings only allow for me to limit based on user role, but I need to limit to just a specific user. Any ideas?
1 Answers
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Rob LeVineRob LeVine answered 5 months ago
If you want someone to view the _results_ of a survey, you should use a view, rather than a form and then set the filter of the view to set the user id to current_user.
Peter Code replied 5 months ago

I've tried views but couldn't get it to work. My surveys are 20-30 questions long, I need to view the graphs, essentially just view the report page from the survey. It this possible with views, without manually adding each question one by one?

Rob LeVineRob LeVine replied 5 months ago

If by "I need to view the graphs" you meant "I don't need to view the graphs" then you can easily set up a page and use the frm-show-entry shortcode (https://formidableforms.com/knowledgebase/show-details-of-a-single-entry/). You can send a link to the page in the confirmation email to the user, including the form entry id as a URL parameter and then use that parameter in the page. The easiest way to do that might be to create a really simple view, where you only fill in the content section with [frm-show-entry id=[get param="your parameter"]] and put that view on a page. Caveat: I've never used a Formidable survey before, but just created one, added a few entries and it seems like what I suggest should work.

Peter Code replied 5 months ago

So basically what I need is to view the report page of the survey, to view the results of the survey, view all entries, not just a single entry. I've been struggling with this for a while now but it seems like it should be a pretty basic thing

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