How to preload a form depending on role?

Help
#1

Hi, I’m pretty new to Jet Admin, but surprised how easy I got already quite far in building something.
Now I want to show a form to my users (role = customer) with some settings. That’s pretty easy and doable.

When I (role = admin) am logged in, I want to show a dropdown with all customers first (above the form) and then based on the customer that I select, show the pre-filled form below.

Customers shouldn’t see this dropdown ofcourse. How can I achieve this? Thanks for every suggestion.

#2

Hi, the teams feature can assist you with that. You have the ability to create a page and connect the form with the entities. Then, in the teams feature, you can designate which page should be visible to each user. The form can also be dynamic, allowing you to configure an action during the user selection process that will update the component when there is a change in user selection. If you encounter any problems, please don’t hesitate to contact our support team.

#3

Thanks Naseeb! The teams functionality is clear and works great.
I ideally want to build a dynamic form where:

  1. The company dropdown isn’t visible for customers but only for admins.
  2. The admins can select a company there (which populates the rest of the form below).
  3. The customers only see this rest of the form (which is populated because they’re part of a company).