Our team connects customers to external contractors for help with their projects and I am hoping for a Coda solution to improve our workflow.
I’m looking to create a solution along the lines of a “support ticket” system… where the customer fills in a Form which creates a space (a new row or sub-page or something) that represents this ticket, and where the contractor and customer can communicate (or comment or update, and be notified of these updates) until the job is done.
Ideally all tickets across all customers would be in the same table (so we can pull reports, etc).
But a crucial element is the customers must not be able to see other jobs, and contact details of customers/contractors are kept hidden from each other.
I’ve created a table for the jobs, and a form for the customer - and all that is fine. It’s the communications part I’m having a problem with.
It seems that inviting customers to the doc is no good, because they can see the whole doc (other people’s jobs, etc), and I’m stumped on how to allow communication on coda without it.
I’m hoping someone here has some ideas!
For example is it possible to provide the customer a form link that is tied to an individual table row, and the ability to (for example) comment and receive comment notifications?
Or is there something more obvious that I’m overlooking?