View and Update Info Cross-doc

I’m storing client data in a table, and I need a way to allow our team to search client data cross-doc without giving access to the whole table. They should also be able to update this data. Are there any ways to do this?

Hi Branav, you can create filtered views that are shared across documents (see https://help.coda.io/en/articles/3416442-cross-doc). Unfortunately, however, cross-doc doesn’t currently support bidirectional editing.

Depending on the kind of edits you need consumers to make, it’s possible you could accomplish editing by linking to a form that is synced back to the main doc via a pack (our Typeform pack or Zapier).

I hope that helps!