Hey, I’d love to speak with a Coda expert on a doc I’m trying to create.
In an ideal world, I’d spend more time figuring this all out myself, but I’ve already researched Notion, Airtable+Softr/Stacker and Bubble, before discussing with someone who suggested Coda was probably the right tool for me. I’ve spent many, many days at this point, and so I’d just like to know quickly if Coda is right, or if I’m trying to achieve something that ultimately would be better elsewhere.
I essentially need a repeatable template of a document I can share with clients, that they can then interact with in various ways (add/edit rows, share with 3rd parties, fill out forms, etc).
I’ve made a list of c.135 data items (some would, I think, be subtables?) that would need to be stored for each client, along with the column types, relationships, data population method, pages/subpages of the document and functions that would need to exist.
need to know the best way to structure the table(s) so that the data is as manageable and robust as possible.
need to know if I should have one central doc for all client data and then Cross Doc to their individual reports, or just create a standalone template that I duplicate for each client. Instinctively I’d like the former, but I understand that granular permissions and locking isn’t possible, so I am concerned I can’t prevent clients from accessing other client info.
If Coda is the right place for me, I’m also happy to pay someone to help me create the doc or consult on specific coding/formulas! I’d just like to know I’m in the right place before I spent too much more time on it Thanks.