Accessing the logged-in user’s contact summary in app forms and app forms permissions

Very excited about this new feature! Congratulations to the whole team.

If a user is attached to a c40_chw_area and also to its primary contact, can the forms triggered by this user access the stock data in the c40_chw_area’s contact summary, or should we have the stock in the primary contact’s summary?

2 Likes

Hi @bamatic

This feature makes the logged in user’s contact summary available in forms properties and model. It doesn’t matter which area they belong to or which type of user it is. It does not connect in any way to the user’s facility either.
I suppose the answer is yes, you need the information to be available in the user’s contact summary.

I’m super happy that you’re excited to use new features! I can’t wait to hear about ingenious ways of leveraging this!

One of our use cases for this feature is to implement different skip logic in app forms depending on the user’s current stock.

For stock managers, the stock has been implemented in their user contact summary, but for CHWs, it’s in their chw_area’s contact summary.

So I think we should change our stock management workflow implementation to move this calculations to the user’s stock summaries.

1 Like