I am using xlsform which needs these logics to be done inside it:
1- I have a finance tracker form: in each month we need to add the payment for the same form: Is there a method to make "add new payment" like a button so in each month they can edit the form online and adding the field of month's payment.
2- How can I give special access to data to users by using there "username" or specific code (like identity card number) for that: So they can't see other data (only their data). there are a lot of employees but we need each employee to see his data and couldn't see others data.The summary of that is: can I give a resrict view to people on ONA server.
Hello,
Regarding your first question, unfortunately you can not edit a dataset using a question in an XLSForm. However, you can edit submitted data online from the Table tab by clicking the pencil icon. Please follow this guide on editing your records. Or, if you want the new payment for every month to be in your form, you can author a form and add a select one question to select a month and enter the payment amount for each month. To do this, you will get the payment for each month for each user.
Regarding the second question, you can restrict collaborators access to data submitted by others by applying role based permission restrictions to your form on the form's Settings page. In your case, you will apply the restriction "Block access to data submitted by other users" to your form, which restricts users with "Can Submit" permission level to only view and download the data they have submitted. Read this guide for more information.
Let me know if you have further questions.
Regards,
Megan