Public form data - link to ID (hide others)

How to
#1

Hi all,

Is there a way to “pre-fill” or “customize” one field of public form before sending?

Scenario:

  • I have table with Clients (email is unique ID).
  • Then every month I want to collect info from them into “Feedback-table”.
    [Client 1] - [N Feedback-table] (linked through email)

Now if I show the email field in public form of Feedback-table,
they can choose, their email from the select, put the info inside, and send it… it will add the information from the form into Feedback-table, and link it correctly to Client table.

- BUT : I really don’t want them to see emails of other people (from the selector of linked Client table).
So how can I collect and link the info to correct record, without exposing other records from the linked table?
Or in other words: How can I use “personalized” public form to insert data into specific record?

Zdraví,

Štěstí

#2

Hi Tomas,

it is possible to customize the public form using parameters in the url and workflow automation.

For the email, I would leave it hidden on the public form and use setValue method. And using the workflow, I would send an email with a link to a customized public form with pre-populated data.

For example: doo.model.myCustomer.setValue(doo.environment.queryParam?.email)

    ..../public-form/xu4ppk8c8x?name=Petr&surname=Svoboda&email=my@email.com

    If you need further assistance, please contact me by email.

    Thank you
    With kind regards,
    Soňa

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