Hello, ack!
This sounds similar to what I’ve done with my Task database collection.
Collection Permissions:
Created a form for members to use to add a new task to their list. I connected the Task Database collection and the Profile database collection and connected the Client Name field to the “Read Only” Profile dataset. All other fields are tied to the “Write Only” TaskDatabase collection.
I added an “Add a Task” button within a Repeater on the member Dashboard page. This button takes members to the page you see in the previous screenshot.
Created a page to display a master list of tasks filtered by Client Name.
Created a Dynamic page to display the details of each individual task included on the list. I’ve also added a section on this page for updates.
Hope this helps!