If it is that the problem with the workaround that I suggested, the part where you can use a link and load to pull the information in from the other record, causes a problem, in that the customer or owner of the other record, would now be able to see in new information coming in from the link and load (sensitive information), if I’m following you correctly. If this is the case, then you could hide those fields, and if you needed to see the information for yourself, you could make a duplicate sheet with the same data.
Anyway, just trying to help, nice talking with you!
If it worth anything, I’d like to add, that unlike FileMaker, you don’t really need any training to use Ragic, Ragic is meant to be a simple easy to use database management system that anyone can use.
If your still interested in using Ragic, I would suggest you take a look at the section on x-users, as x-user allows you to limit who see what sheets. There is a generic x-suer group already included, and you can also add as many new x-xxx user groups as well.
I would also like to add, if you would care to bear with me on this my friend…
My experience with Ragic over the past few years, has been nothing short of exceptional! In that, I have found that if something is very important, and you are able to convey this to them, in other words, if it that you are not just playing around (at that point in time), then it is my experience that they do take their customer’s needs very seriously, and go to extraordinary lengths to make sure to get what it is you what, in the end, that is.
Also, really and truly from my perspective, if it is that you have a complicated database, that you need asap, and it’s the first time you are using Ragic…, “yes” you can start straight away without any training, and you will probably get pretty far, right-off-the-bat.
Up until recently I was still making regular changes to my db.
But the fact of the matter is that you will still need some time to get use to it.
So I would hope that you bear with it, and give it some precious time… that it so deserving of!
All the best,
PS - Let me know if I can be of further assistance. I’m usually on Fiverr.com