Is there a straightforward method, such as using custom code or attributes, to showcase individual form submissions for each paid client within their Webflow dashboard, considering the current setup where the form data is sent to Trello and a CMS?
TL;DR
- Set up CMS collections for Clients and Submissions with reference fields to link them.
- Use Webflow Memberships or Memberstack for client login and authentication.
- Automate form submissions to Webflow CMS via Make or Zapier, linking data to the correct client.
- Display submissions on client-specific dashboard pages filtered by logged-in user, and restrict access accordingly.
Displaying individual client form submissions inside their Webflow dashboard is not natively supported, but it can be achieved using a combination of custom code, CMS structure, user authentication, and external automation (e.g., via Make or Zapier).
1. Structure the Webflow CMS Correctly
- Create a CMS Collection for form submissions with fields like:
- Client (reference field to a Client collection)
- Submission data (custom fields based on your form inputs)
- Timestamp or submission date
- Create a "Clients" CMS Collection with fields like:
- Client name
- Unique login ID or email
- Page slug (e.g., /dashboard/client-name)
2. Use Memberstack or Webflow Memberships for Login
- Enable authentication using Webflow Memberships or a third-party like Memberstack.
- Associate each user with their corresponding CMS Client entry.
3. Automate the Submission Flow to CMS
- When a Webflow form is submitted:
- Continue sending to Trello (if needed).
- Also send the data to Webflow CMS via Make (formerly Integromat) or Zapier:
- Trigger: New Webflow form submission.
- Action: Create a new CMS item in the "Submissions" collection.
- Link the submission to the correct Client CMS item through a Reference field using data like the logged-in user's email or ID (you'll need to capture this).
4. Restrict CMS Pages to Logged-in Clients
- Create a Collection Page like
/dashboard/client-name. - On this page, use a Collection List that filters submissions where Client (Reference) = Logged-in user.
- Restrict access using membership settings so that only the respective user can view their own dashboard.
5. Optional: Use Custom Attributes or User-Specific Tokens
- If you want lighter implementation, you can use custom attributes or URL query strings to filter CMS lists.
- However, this is not secure, as savvy users could change URLs and potentially view other data.
Summary
You can display form submissions to individual clients inside their Webflow dashboard by:
- Sending form data to the CMS via Make or Zapier,
- Using Memberstack or Webflow Memberships for user login,
- Filtering CMS items by client using Reference fields, and
- Ensuring page access is restricted per client.
This allows clients to log in and view only their own submissions in a secure and scalable way.