In this video tutorial you’ll learn how to set up a system where data changes in one doc (e.g. Admin panel) are propagated to multiple individual docs (e.g. user dashboards) using a free Zapier plan. As an example, I’m building a freelancer’s task tracker where I’m logging tasks for different clients, and those changes are then synced to every client’s individual dashboard doc.
This multi-doc setup is a workaround for the fact that Coda doesn’t have granular permissions yet. It allows to make sure that certain users will only get certain portions of data and not access all of it.
Of course, this is a very simplified example. But if you need something more complex (e.g., lots of tables, many-to-many access, 2-way sync etc), you may still employ this technique and deduce the rest… or you may employ me, since I’m doing Coda consulting for tricky cases just like that
UPD: YouTube is having some troubles now. The video may be unavailable for a bit — if so please check later, or get it from Google Drive here.
Also this is my first public screencast/tutorial ever I hope it’s not a complete disaster, in which case I’ll be doing more of this soon.