Zoho Creator - Embedded - Zoho criteria -
Dear Team,
Can anyone suggest the solution for below use-case .
Use case Model
- I am using Zoho creator for Form - data entry
- User Login in Zoho creator via Customer Portal self registration mode
- Populate Data from creator to Zoho Reports and do all analysis and generate dashboard in Zoho reports
- Use "Page" component in Zoho creator - embed "Zoho reports dashboard"".
- End user can now view "Zoho reports" embedded dashboard in Zoho creator page
What we could not achieve ?
- We are unable to restrict the Zoho Reports dashboard based on Login user access in Zoho creator page OR in other words when user log in Zoho creator - user would able to see other users data too in the dashboard
Options tried at our end and Failed ?
- Login User mapping to dashboard in Zoho reports functionality would not serve us as we have limited login in Zoho reports.
Note
- We are capturing Zoho creator Login id in Form submission in Zoho creator and Also capturing same Login id in Zoho reports table. We can have User filter as "Login Id " - Zoho reports dashboard. This is possible in Zoho reports
- How can we restrict this drop down filter - User login in Zoho creator embedded form ? - this is the challenge we are facing