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Tag "users"

I have a question - problem?

Publication date: August 8, 2018

Hi,

This looks like what I’ve been looking for. However, I can’t seem to control “Access to only own records”
Even though I have this check marked for new users that register, when they input data they see data from other users.
I created 2 different ‘dummy’ accounts to test. And indeed user ‘A’ is seeing the data of user ‘B’
I’m using the free version at the moment but would upgrade if this can be figured out.

Thanks,
Scott

Controlled Access

Publication date: August 9, 2018

HI.

I now have tried your customer portal access model. One question:

Is it possible that data within one table can be linked to / protected for a single user for input, maintenance and visibility?

E.g. a projects holds tables with data which should be visible to all users and data that should for a single user only.

Thanks
Michael

Portal

Publication date: August 9, 2018

Im having problem creating a portal with your platform. i can’t add the users manually

How can I make it so all administrator-level users are able to edit charts?

Publication date: August 10, 2018

Just wondering if there’s a way I can have all the users I have registered as Administrators be able to create and edit charts as they can do with reports. Right now, when under their login and editing a chart, only the integration tab is visible, not the settings tab.

Record level security

Publication date: August 10, 2018

Hi!

I need to create a small app for my customers to subscribe and register products to activate the extended product guarantee.
I created a simple three-level table structure:
Customers
Vehicles
Products
Is it possible to restrict the customer access to its vehicles only (and products, obviously)?
Other questions:
– Can I redirect the customer to the Vehicles form or table after a successful login?
– Can I restrict the vehicles and products forms and tables access only for authenticated users?

Thank you!

Struggling to find tutorial Videos

Publication date: August 13, 2018

Hi

I cant find many video tutorials on youtube for the new version of MTH and I need a lot of help ;-(
Am I looking in the wrong place?

We are looking to create a database that will do the following

We are calling on prospects to offer them a new heating boiler for their home

We collect the data, then do certain checks. Once the checks are completed and the customer is approved we then send out a surveyor to inspect the property. Once the survey is done then we send it to the installer. Once it is installed then the lead generator is paid

We need for the:-

For agents to add leads to a database (i worked this out :-) )
For agents to view their own leads and status only (not that of others)

I would like to take the 1st 4 characters of their business name and add an incremental number to make this their ID. Can this be automated?

When the agent logs in and adds leads in the lead data entry form I would like to automatically add their agent ID. Or even add from a drop down box if it can’t be added automatically

How do you capitalise the letters automatically?


For admin to go in and allocate the leads to a lead manager ( the lead manager only sees their leads)
for the lead manager to book a date for a surveyor –
For the surveyor to see his booked leads with addresses
For lead manager to then allocate to an installer – Installer only sees installs allocated to them

In the data entry forms is it possible to have Multiple columns?

So for example:
Mr David Testing
rather than
Mr
David
Testing

We would like to have 2 columns for some of the fields like their name. Also telephone and email horizontal rather than vertical

I Cant find out how to link in the source – Agency ID to the lead data sheet



Alternative ways to invite and send user id info to new users

Publication date: August 13, 2018

Hi,
Are there any alternative ways to invite new users?
I would like to have more control about sending user ID, I would like to send access info link etc myself instead of having MTH sending it automatically.
Björn

Access rights

Publication date: August 13, 2018

Hi,
I’m experimenting a little to see what I could do with MTH.
I haven’t manage to find how to set user-specific rights to see certain rows or columns other than defining that a user can see only his/her own records or all records.
We have projects where we define in the beginning of the project which of our employees and our customer contacts should be able to see the status, comments, details and files of the project, regardless of which team member has added the comments, details or files. Then it would be good if we could design the view presented to employees to look a little different than the views presented to the clients (The clients should not see all columns/fields).
Can this be done in MTH?
Best regards,
Björn

uploaded files

Publication date: August 20, 2018

Hi
allow my websusers to upload files in a form widget.
the uploaded files come automatically as attachment in the email notifications.

however when changes or updates are done, these attachments are not sent with the email notifcation.

is there a way to activate this please?

Kind regards

RObrecht

End user to be able to update just some records

Publication date: August 13, 2018

I need a end user to be able to update just some records, and not all of them.
The rest of the records must remain unseen for the user.
Is it possible to manage that?

Lookup & Filtering

Publication date: August 15, 2018

Team records can be filtered by a user. For instance students added by each user can only be seen by that user (and the administrator in records). But if records are accessed in a relationship drop-down those records are not and cannot be filtered so that the logged in user can only select from their “added by” students. Is this correct?

Login in an update form

Publication date: August 13, 2018

Hello,

I reach out to you once again to see if you could help me with an issue. I’m trying to validate a user before he could update a record in a form. Let me explain myself I’m creating a sort of workflow in wich users register services request, and vendors place bids for their services. In order to do this I created a table for the Services and one for the Vendors so they registre themselves.

I created a form in a report in wich Vendors can only update a field called Bid (wich is the amount for completign the service) and then the user can accept the service or not. The problem is that I need the vendor information to be registred in this report but this must be validated (probably with a Login form) but I don’t know how to link this to forms.

In a simple way, I want to make a user Log In before they can update a record form another table, and also in this table to keep registred who updated it last.

I’m having a hard time trying to explain what I need so if you have further question in this case, please contact me.

Regards,

Javier Aquique

Edit option

Publication date: August 14, 2018

I have a store submission form that is allowing editing Editing online although I think I have that option unchecked. Can you assist?

Help please - web page query form + display record

Publication date: August 14, 2018

I have created a simple (test) Orders database using your system.
Now I want to create a form on my website where a customer can enter an order number and order date, then they can view the details of their order on the same web page or a different web page on my site.

Please can you tell me how to do this.

Thank you

Marcia Levinson
marcia@vitalityforbusiness.com

Replace our access database

Publication date: August 14, 2018

Hello

We are trying to replace our access database for our inventory/invoice/purchasing system

We need to have tables/cells that can be edited and sub tables shown on the UX… is this possible?

Sincerely,
Rishi

publish online

Publication date: August 15, 2018

I have finished building my forms. Please how do i published them online for access by various users. also how do i restrict different users to only have access to forms i permit them to use?

Password Protect or User/Account Login for Sites

Publication date: August 15, 2018

Is it possible to restrict access to a created site..? Either by single password protection or by having a user register/login to access website?

Database with URL fields and Search

Publication date: August 15, 2018

I am interested in using MTH to do the following:

- Provide a website form allowing users to query from a product database
- Allow users to click a product price that is a webpage link

Can MTH provide these 2 features?

Thanks,
David

filter view of data

Publication date: August 15, 2018

I work with several users, entering their own data in the same table.
How can I set up the users (or table) in such a way that each user only can read and modify the data he/she entered?
(and doens’t see data from other users)
Thanks

Streamlining Design Requests

Publication date: August 15, 2018

Hi My Task Helper,

I am looking for a system to streamline design requests to our marketing department. Currently we are using Box, Basecamp and Email for archiving assets, project management and client requests. We are finding this inefficient and need a system to help.

Is this something My Task Helper can do?

Thanks,

Sophie

user limitation

Publication date: August 15, 2018

Hi,

I have question abouw mytaskhelper. I created a second user en i set him only on read. But wen he log’s in he can still create a new database? how is it possible to remove that when he log’s in.

Thanks

Kind Regards,

Bert Smets

manage our project profile online on website

Publication date: August 20, 2018

We want to manage our project profile online on website for example our project is placed in five country each country have some specific project each project have profiles like 4 to 5 profile so we want to customer see our country first when he will click on particular country then show all project after click on particular project then show all profile related to this project.so please let me know how it is possible.

Presenting a report to users not allowed to edit

Publication date: August 15, 2018

Kari

It’s Ned Benton at John Jay College in New York.

I have some search report that I want to share with people who are not permitted to edit the results.

How do I do that?

Ned

Forms, Users, Records?

Publication date: August 15, 2018

In your pricing it mentions # of forms – is that like an entry app or inquiry app?

It mentions records so I assume that is total number of database detailed records of all types.

And finally, team users. I assume if I am the only tech I have only 1 user?

The internet audience would have complete access to enter data and inquire?

Does MyTaskHelper require every user to pay?

Publication date: August 15, 2018

Short answer – No.


If you have several people invited to your project – you shouldn’t pay for them until they use only your project.
So they can just skip any Expire notices etc.

But if they start using MTH for their own projects, then they become real users and have to pay for the service.

How to make you read only database, everyone can search database but not modify it

Publication date: August 15, 2018

If you need to read only your database and share it with everybody MTH is exactly what you need.
You can create a database and embed it into your web page using a database widget.

Everybody will be able to search the database and nobody will be able to edit/delete records.

However, you can enable records deletion from the database widget using such option in the database widget.

Create a separate web form

Publication date: August 15, 2018

I have successfully created a database, and it is great !! Many Thanks. (An old Dabble user).

Question: I see my database as a table just the way I want it.

http://mytaskhelper.com/apps/bhLJkjgUDkC6TksXAHswbc/widgets/cDjuykImfiP4wjU_jV4sHg

But I’d like to create in addition, a “form” that would allow a viewer to submit information – fill out a form, and email it to me. NOT automatic inclusion into the database.

I found your Contact Me example, but when I try the Form Builder, all it does is modify my headings in my database. I want a form totally separate from the database.

New admin cannot see records

Publication date: August 15, 2018

I just added a new user and made him an admin but he cannot see any of the records I’ve created. How can I fix this?

User login

Publication date: August 16, 2018

How do you set up the database so that users can only edit their records?

Form Structure Varies

Publication date: August 16, 2018

The image on the left shows what we see when a User logs in to add or edit a record. The image on the right is what we see when someone links from a website.

Note that the fields are not aligned the same. If I change the left one, then the right one is not right.

Also, is there a way that Users can edit records that look like the image on the right?

As always, thanks.

https://mytaskhelper.com/images/data/btxTV1vGHiI4Ckm1CRK4B8/aqWPHDWRfcHOkXgvlcICkg/example.png

Delete Function Prompt

Publication date: August 20, 2018

When you press the Delete Selected Button, it immediately deletes all records without prompting the using to request if the user is indeed sure that they want to delete the records.

Could you please add a Delete Prompt confirmation question, on the delete buttons, to make sure that if a user presses the bottom that the data does not just disappear but that the user indeed confirms that they want to do that?

User activity Tracking

Publication date: August 16, 2018

Could you please add user tracking capability to the database, such as which user last changed something and what did they change?

USER RESTRICTIONS

Publication date: August 16, 2018

When i originally signed up from the page on google, I was under the impression we could intergrate user restrictions, as what I was under the impression that when I assign an agent contacts then this is all he can see, and not other forms!!! if that makes sense

Security by Form - too much hassle now

Publication date: August 16, 2018

We have 8 “Forms” – I would need to “Invite” a User for EACH of these 8 “Forms” , in order for them to have access to each of them – this change is NOT user-friendly and NOT desired by us, or, it would seem by any normal group of Users!

If I wanted to do this occasionally with several Users, I’d have to do this same long procedure for EACH one!

Earlier, when I added a User, they automatically had access to ALL the “Forms”. It’s a good idea to be able to select which “Forms” a User should have access to, and, which type of access, but, this procedure is very unprofessional. When a User is added, the default should be a specified access (e.g., “Read & Write” or “Read Only” and, by default, should apply to ALL “Forms”, unless otherwise specified, as that’s how most groups of Users would prefer to do this.

Added User - Deleted - Want "Invite"

Publication date: August 16, 2018

After I have already invited a User, then, deleted that User, searching for that User again results in an “Add”. Since the email that is sent by doing an “Add” does NOT include the ID & Password, this is NEVER useful (only confusing to the recipient).

So, I need to be able to invite someone, delete then, and re-invite them.

Sometimes, either the recipient deleted this email by mistake, or, it becomes part of their SPAM; so, they ask me to re-send the invitation, but, the system doesn’t have this feature; so, I have to delete them and try to re-invite them (NOT via an “Add” as it’s not useful to them).

Date format for Birthday

Publication date: August 16, 2018

The format for birthday is DD-MM-YYYY, whereas, most people in the U.S. are used to MM-DD-YYYY. Please allow the User to either set a preference or, just use what their PC settings use.

Copy Field Content to Another Form

Publication date: August 20, 2018

I have a form:

https://MyTaskHelper.com/apps/ddOXqjW7zcOQBcRgRdU8kg/widgets/ddTmoLdYPdUBxcTmogl8oY?view=ddTmoLdYPdUBxcTmogl8oY

In this form I list the required tasks for the site in question.

I then have a similar form
https://MyTaskHelper.com/apps/ddOXqjW7zcOQBcRgRdU8kg/widgets/aEW5ZdTe5cUidcJIfjWRLW?view=

Where the user records what tasks they have completed.

It would make life easier if the user could select the task list from the first form and copy it to the second form.

Thanks

Create full change logging and field history

Publication date: August 20, 2018

Per the Advanced Options it looks like the DB logs changes – at least Create and Update times.

You should also enable “full audit” logging, so that it records value changes and users effecting changes, and with the implement an automatic “History” view of a record or field.

Merge Duplicates

Publication date: August 20, 2018

In the database we uses prior to MTH there was a feature to “merge” duplicate records so that links aren’t broken to other forms. Can we please have the ability to do this in MTH? We have several people adding contacts and sometimes they don’t find the original record and add people again. Thank you!

Limited Selection

Publication date: August 20, 2018

This feature request is to have a limit to the selection within a checkbox, or dropdown that would prevent other users from making the same selection.


EX: To select an appointment time with someone and make that time become unavailable for for the next person who fills out the form.

Print Form

Publication date: August 20, 2018

Is there code that can be added to a form that would allow users to print the filled form before submitting? I’ve tried adding some html to the iframe code without any luck. Or, on the wish list maybe you could add a print button that could be inserted into a form like a field.

Thank you,

Russell

Adding a new note from my main form

Publication date: August 20, 2018

In our database we have one main form that tracks our clients. There are many fields that link to other forms like NOTES. We want to be able to create a new note for a client from within the client form instead of having to go to the NOTES form which is very cumbersome.

Thanks

NEED SECURE !

Publication date: August 20, 2018

My data being collected is searchable via google – I cannot have this info your site says this is secure however I can search a user name and find their data on Google – this needs fixing immediately

Rating System and Comments

Publication date: August 20, 2018

Any plans to add the ability to create a star rating system like maybe Amazon’s? Where, if we created a table for website viewing, a user could rate each item on the table? Thanks!

Auto-complete functions-users to add values to the default list?

Publication date: August 20, 2018

Hi,

is it or could it be possible for end- users to add a new value in the predefined list of values in the Single Line form field with the Auto Complete functionality?

e.g. we have list of names;if a new name should be added as a value in this field by a person filling-in the form – could it be possible? if it is – pls help me find the right way :-)

Thanks a lot and wish you all MTH team and users a very Happy New Year!

Ivan

User's Name on Team List

Publication date: August 20, 2018

Since someone’s Email ID may not bear any resemblance to who they are, please display the User’s First & Last Name, as well as their Email ID in the “Team” list.

User and Password Protected Form

Publication date: August 20, 2018

Are we able to add user and password form?

Providing users info based my account

Publication date: August 20, 2018

Is that possible that your system will work opposite? – i.e. providing the users information based on database located in my account on your sever.

Back link missing

Publication date: August 20, 2018

When the “Allow a web user to edit database records” feature is checked and you go to your embedded data base, the “back” button is not there when you click on “More” or actually edit a record and update the information.

1. Click the “Edit” button on any record.
2. Update part of the information.
3. You will get into the “Record Widget”
4. A “Edit” link will appear at the top but there is no way to go back to the data base unless you click the browser’s “Back” button.

I you need extra information I’ll be glad to provide it!

Temporary remove database access to logged in users

Publication date: September 5, 2018

HI,

I know it there somewhere, but I need to temporary remove database access to logged in users, so I can work on the form builder, change/add fields etc.

In basic terms – whist Im working on DB, I want no one else to login or to be on DB.

Can we do this and if so can you point me in the right direction.

Many thanks