I am building a website for my clinic and there are two accounts secretary and doctor. The secretary can look a client up (the doctor cant). I want the secretary to be able to send the current client data to the doctor by clicking a button but I don’t know how. Any solutions please!
If you have privacy rules setup, the doctor won’t be able to view anything. If not then depends on how you’ve built your experience
If you can you show me screenshots of how you want to do this I can help you
when you send information make sure to send current group’s client as data to the next page either as a data source for the group or in the url
That way you can view the client as a doctor on the doctors page
Maybe I’m underthinking it but I’d just have a list of doctors field on the client data type(or whatever data type this report is attached to) and the doctor can view when their name is on the list(via a conditional /in the privacy settings)
I don’t know how to send it to the doctor without changing the page navigation, that is my problem.
The doctor has the right to view the data, I just dont want him to search for it. I would like for him to refresh and then the data shows up.
the page can be set to display any client where the secretary has added the doctor. So the repeating group data source can be “do a search for clients where doctors list includes current doctor, each items name”
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It worked! Thank you very much!
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great. fyi its easier on the database to do it in the following way but if multiple secretaries can make edits it could lead to data loss: put the list as clients on the doctor data type, rather than a list of doctors on the client type.
That way you can source the repeating group with “show current doctors client list” rather than needing do a search for. the problem is if two secretaries tried to add a client to the doctors list in the same moment one might not save.
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