Clients and I both use the glideapp we’ve built. They use it to manage their own involvement in our work. I use it to manage multiple clients.
There are often views that we both use. One I am working on at the moment is a risk register. Whether I am looking at the risk register for a particular client or they are the view is essentially the same. The only difference is that I can see it for multiple companies as a “advisor” level user.
I currently handle such view like this:
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Create the client view. Rely on owner columns the pull the relevant data. Their path is effectively Client-home → Risks
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Create a second view for me, that is a “drill down” from a client screen . My path is then effectively Advisor-home-> Clients → Risks so that the screen knows what client I am looking at.
This works, but it making maintenance/change hard (as lots of things are duplicated).
Outside of Glide I’d probably look at either template blocks or storing the client of interest in a session variable. I believe neither are possible here.
I feel like there is probably a way of be passing another variable down the navigation path (like I might with a get var in a traditional web app). I can’t figure out the Glide approach though.
Otherwise the only approach I can think of is to store the current client of interest in data, change any client navigation to have a custom action to change that variable and lose breadcrumbs for “advisor” level users. Feels unwieldly.
Any suggestions?