remainder of client account tutorial

Author: benkeen

_data/screenshots.yml

@@ -3269,13 +3269,22 @@
   main_link: ""
   list_order: 0
 -
-  screenshot_id: 389
+  screenshot_id: 390
   component_type: "core"
   component_id: 16
   thumb_filename: "tutorial-client-map-edit-view-general-tab_th.png"
   filename: "tutorial-client-map-edit-view-general-tab.png"
   caption: "Edit View -> General tab"
   main_link: ""
   list_order: 0
+-
+  screenshot_id: 390
+  component_type: "core"
+  component_id: 16
+  thumb_filename: "tutorial-client-map-edit-view-filters-tab_th.png"
+  filename: "tutorial-client-map-edit-view-filters-tab.png"
+  caption: "Edit View -> Filters tab"
+  main_link: ""
+  list_order: 0
 
 

_includes/nav_client_accounts_edit_own_data_only.html

@@ -9,7 +9,8 @@
     <li {% if include.selected == 'configure_form_view' %}class="selected"{% endif %}>
         <a href="{{site.baseurl}}/tutorials/client_accounts_edit_own_data_only/configure_form_view/">Configure form view</a>
     </li>
-    <li {% if include.selected == 'all_submissions_view' %}class="selected"{% endif %}>
-        <a href="{{site.baseurl}}/tutorials/client_accounts_edit_own_data_only/all_submissions_view/">Create view showing all submissions</a>
-    </li>
 </ol>
+
+<div {% if include.selected == 'links' %}class="selected"{% endif %}>
+    <a href="{{site.baseurl}}/tutorials/client_accounts_edit_own_data_only/links/">Related links</a>
+</div>

assets/screenshots/tutorial-client-map-edit-view-filters-tab.png

@@ -6,33 +6,28 @@
 - Tutorials,/tutorials
 - Configuring client accounts to only edit their own form data
 prev: Add hidden mapping field,/tutorials/client_accounts_edit_own_data_only/hidden_mapping_field/
-next: Create view showing all submissions,/tutorials/client_accounts_edit_own_data_only/all_submissions_view/
+next: Related links,/tutorials/client_accounts_edit_own_data_only/links/
 categories: tutorial
 tags: permissions,accounts,views
 ---
 
 {% include open_section.html nav='nav_client_accounts_edit_own_data_only.html' selected='configure_form_view' nav_width=3 %}
 
 <p>
-    The next step is to configure a View:
+    The next step is to configure one of your Views to:
 </p>
 
 <ol>
-    <li>Automatically store what Form Tools account created the submission.</li>
-    <li>Set the view to <i>only show submissions for the current client account.</i></li>
+    <li>automatically store what Form Tools account created the submission, and</li>
+    <li>only show submissions for the current client account.</li>
 </ol>
 
 <h3>Which View?</h3>
 
 <p>
-    You can read more about <a href="{{site.baseurl}}/userdoc/views/">Views here</a>, but the important things to know
-    are: you can create as many Views as you want; each View can be configured differently to show different form data;
-    by default, every new Form gets a new View created along with it called "All submissions".
-</p>
-
-<p>
-    For this tutorial, you can edit any View you'd like - so perhaps just make these changes default All Submissions
-    view. You can rename it or add more Views later once you get a better feel for it.
+    You can read more about <a href="{{site.baseurl}}/userdoc/views/">Views here</a>, but for this tutorial, you can
+    edit any View you'd like - so perhaps just make these changes to the default <i>All Submissions</i> view. You can
+    rename it or add more Views later once you get a better feel for how it all works.
 </p>
 
 <h3>Editing the View</h3>
@@ -71,24 +66,40 @@ <h4>Tracking show created the submission</h4>
 </ul>
 
 <p>
-    What you've just done is configure your View to store the account ID of whatever user just created the form
-    through the Form Tools interface. As mentioned before, submissions created from an external, API or Form Builder
+    You've now configured your View to store the account ID of whatever user just created the form through the Form
+    Tools interface (admin or client). As mentioned before, submissions created from an external, API or Form Builder
     form won't have this value populated: it's only for submissions created within Form Tools.
 </p>
 
 
 <h4>Making the View only show submissions for the current user</h4>
 
+<p>
+    {% include screenshot.html item="tutorial-client-map-edit-view-filters-tab.png" %}
+    Click on the Filters subtab, add a row in the Client Map filters section with the following information:
+</p>
 
+<ul>
+    <li>
+        <b>Field</b>: <i>Account ID</i> (this is the field you added earlier)
+    </li>
+    <li>
+        <b>Operator</b>: <i>Equals</i>
+    </li>
+    <li>
+        <b>Client Field</b>: <i>ID</i>.
+    </li>
+</ul>
 
-{% include close_section.html %}
-
-
-
-
-
-
-
+<p>
+    This tells the View to only show data where your new field contains the same ID as the client account. To test this,
+    try going to the Accounts page and click the Login link for that user.
+</p>
 
+<div class="alert alert-info">
+    <b>Note</b>: Client Map filters are just that: for clients! If you access this view through an administrator
+    account the client map filters will not apply: you will see all results.
+</div>
 
 
+{% include close_section.html %}

assets/screenshots/tutorial-client-map-edit-view-filters-tab_th.png

@@ -17,24 +17,23 @@
 </p>
 
 <p>
-    This tutorial explains how you can configure a Form Tools form so client can <i>only edit their own
-    form data</i> and nobody else's. You can optionally configure it so client accounts can <i>view</i> other data
-    in the form, but only readonly. This technique works for any form, regardless of form data.
+    This tutorial explains how you can configure a Form Tools form so a client account can <i>only edit their own
+    form submission data</i> and nobody else's. You can optionally configure it so client accounts can <i>view</i>
+    other data in the form, but only readonly. This technique works for any form, regardless of what's in the form.
 </p>
 
 <p>
     This tutorial is conceptually quite complicated and covers a fair bit of ground. So if you have any questions,
-    do pipe up with a <a href="https://github.com/formtools/core/issues" target="_blank">question</a>. But once you
-    see how it works, you'll have a decent understanding of how Form Tools Views work.
+    do <a href="https://github.com/formtools/core/issues" target="_blank">ask a question on github</a>.
 </p>
 
 <p>
-    In abstract, here's how it'll work.
+    In abstract, here's what we're going to do.
 </p>
 
 <ol>
-    <li>We're going to add a database field to your form that tracks <b>which Form Tools account created the submission</b>.</li>
-    <li>We'll configure a form View to limit results to only show results created for the current client account.</li>
+    <li>First we'll add a database field to your form that tracks <b>which Form Tools account created the submission</b>.</li>
+    <li>We'll configure one of your form Views to limit results to only show results created for the current client account.</li>
     <li>(Optional) create a second readonly View so client accounts can view all data in the form, but not edit it.</li>
 </ol>
 

tutorials/client_accounts_edit_own_data_only/configure_form_view.html

@@ -11,6 +11,16 @@
 tags: permissions,accounts,views
 ---
 
-{% include open_section.html nav='nav_client_accounts_edit_own_data_only.html' selected='all_submissions_view' nav_width=3 %}
+{% include open_section.html nav='nav_client_accounts_edit_own_data_only.html' selected='links' nav_width=3 %}
+
+<p>
+    Here are a few pages on related information:
+</p>
+
+<ul>
+    <li><a href="{{site.baseul}}/userdoc/views/">Views</a></li>
+    <li><a href="{{site.baseul}}/userdoc/views/client_map_filters">Client map filters</a></li>
+    <li><a href="{{site.baseul}}/userdoc/client_accounts/">Client Accounts</a></li>
+</ul>
 
 {% include close_section.html %}

tutorials/client_accounts_edit_own_data_only/index.html

@@ -64,9 +64,8 @@ <h3>General</h3>
         <a href="{{site.baseurl}}/tutorials/client_accounts_edit_own_data_only/">Configuring client accounts to only edit their own form data</a>
     </div>
     <div class="col-lg-8">
-        This tutorial explains how you can set up a form so that multiple client accounts can add data to it, but they
-        can only edit their own data. This tutorial also shows you how you can allow those client accounts to view all
-        submissions, but readonly.
+        This tutorial explains how to set up a form so multiple client accounts can add data to it, but can only
+        edit the data they themselves created.
     </div>
 </div>