DASHBOARD DISPLAY NAME - CUSTOMER NAME

Hello everyone…maybe it’s a simple question or one that has already been asked but I haven’t found the solution yet.

By clicking on a customer record, instead of opening the standard detail view, I made a dashboard view appear. Is it possible that the “display name” of this view is the customer’s name?
The problem I ask myself is that in the creation of the expression I find this warning:

“This formula is not evaluated in the context of a row, so column values are not available.”

table AZIENDE
[ID_AZIENDA]
[NOME_AZIENDA]

Anyone know if it’s possible?

  1. Should the customer see only her/his name when she/he opens her/his own name’s detail view? So customer A has access to only the detail view of customer A and see her or his name on the view

  2. or for all detail views you want the respective customer’s name to be there for the view? So customer A see’s her/his own detail record, the Customer A name is there and when customer A sees records of Customer B, Customer C, Customer A will see their respective names (Customer B , Customer C) on their respective detail views (Customer B and Customer C detail views)?

I believe Option 1 is possible with some not so elegant workaround. I believe Option 2 is not possible.

1 Like

I’m sorry I didn’t enter many details. actually the app I’m developing will serve the vendors who will then look at the details of clients A, B, C etc…
so I guess it’s similar to your option 2 and not possible. Right?

Thanks for your help

Yes , I believe so-option 2 is not possible.

With option 1, we could have used the email of the logged in user to get the name from Customers table.

1 Like