Hi, I am new to Glide and not experienced with no-code but its user friednly interface allows me to do what I need to as long as my approach is methodical and logical!
However, I am now getting an issue with the correct data being pulled that seems to not follow the same logic as the rest of the build. see below.
The build is a CRM to manage investment leads. We have a handful of in house users (users table) and a separate tab for leads (leads table) that the users will work to convert to leads.
Once a lead converts to a client, the CRM will pull data to the new ‘client’ and certain functionalities become available (but only when a certain ‘status’ column has been populated on the leads table through a simple Option component compelted by the user).
The information that should be visible when they are a Client is specific to them, and has separate data in a separate google sheet (portfolios) that I am pulling from. I have tried to create REL’s and visibility filters to show the relevant data for each client, but instead of filtering correctly I am getting the same information for every lead. it relates to 1 client in particular, and regardles of the name or email etc, if the lead is converted to a client then they can all view the same data? The info in the data table for other clients is pulling through to the leads table ok, but i am not able to show this information in the build and keep getting the same set of data for every client?
Any help or suggestions would be HUGELY appreciated. It’s almost certainly an error from me, but I cannot figure out where!!