I knew it! Hahah. Indeed this would be better to do via a one database and proper permission system.
In your case, are using the form views publicly or within the workspace?
If within the workspaces, there’s a lot more options around access and permissions.
If public, things get much trickier, because like you said, it shows all options in the dropdown…
There are new things coming to public sharing soon where you can set which Access Template to share an entity publicly with. I’m wondering if a use case like this could be taken into consideration…? Somehow sharing forms with access templates.
I think it would need a “Context Form” to work.
See here: Smart Folders: Add Form and Add form view in relation views in entity.
Then you could potentially share an entity with a form in the relation view, and that would allow people to create in that form, with only seeing the related entities to that entity.
CURRENT WORKAROUNDS:
I think the best of the best workaround would be:
- Invite them in as Guests into a client portal. In the client portal, they only have access to their project.
- Each project entity has a formula field to the same form BUT this is form is URL Encoded to contain “This Project” as a pre-filled hidden field.
- So to fill the form for a project, first they go into their client portal in Fibery, find the project, click the link to the form, then add it in (and it will auto attribute to the right project because of the URL encoding)
What you’ll need:
- Fibery for info on url encoding.
- What is the best way to get the ID of drop down options? - #6 by Chr1sG to autopopulate the UUID of projects into a field. (Plus vote for this feature if you don’t wanna rely on scripts: Get UUID from formula)
And I think the rest is straight forward.
Let me know if this could work!!
I know its far from your original request for help, but I think this is more scaleable than making new databases per business.
Sidenote: another potential Fibery Solution is allowing guests to create within the entity they were shared. I recall reading about it here: Access template allowing related entity creation - #4 by antoniokov and here Self Management of a Very Large Group.
Good luck!!