hi @Kevin_Blasko ,
You are not the first one to seek to understand how the sync pages work, it is not that obvious.
coda defined 4 phases. They are working on phase 3 (so we are in phase 2).
- phase 2: permissions in target & source doc are the same and you can view, not edit
- phase 3: permissions in target & source doc are the same and you can view and edit
- phase 4: permissions in target & source doc are not the same and you can view & edit
For the moment you can use cross docs and share a filtered view of your table with clients (one view per client), but they cannot edit this info
the alternative is using a pack to sync data between various docs. These packs will increase complexity. While you are building it feel natural, when you come back in x months, you wonder why it works as it does.
Coda is not giving any time line for phase 4, I guess it will be late 2024. It seems a hard problem to solve, not at least because insights in what may be practical for a user is evolving as well.
Cheers, Christiaan