Forum Academy Marketplace Showcase Pricing Features

Centralizing record retrieval

My app is a simple CRM with employees and clients. Employees can see their own clients, and ‘company admins’ can see all clients. It all works fine, but I have a “do search for” in multiple places that uses a condition to filter the list of clients based on the role.

It’s just annoying to change things in multiple spots and pages (IE: picking a client to assign a task or setup a meeting)

What’s the right way to make this re-usable?

@agiledood

Backend workflows

ah!!! that teeeeeny tiny ‘backend workflows’ at the bottom of page/reusable element dropdown…nice and obvious! Thanks!