So I have two tables, one for projects and one for users. Is there a way I can filter the tables so that users can only see the projects they’re in?
Here’s a simplified version of my tables:
Link to doc: Per Project Access
So I have two tables, one for projects and one for users. Is there a way I can filter the tables so that users can only see the projects they’re in?
Here’s a simplified version of my tables:
Link to doc: Per Project Access
Hi @Stian_Ovesen !
I think you could use a view of your table and filter it using something like :
thisRow.[Project Manager].[Coda user] = User()
OR thisRow.Stakeholder.[Coda user] = User()
This tells the filter to keep the rows where either the User() has been set as Project Manager or Stakeholder
For your [DB Users]
, you would just need to filter the view by your field [Coda user]
.
Coda will allow you to select Current user
in the options
The formula behind this filter is :
thisRow.[Coda user].Contains(User())
which you could also use .
This should work too :
thisRow.[Coda user] = User()
Hope this helps
That worked like a charm, @Pch! And so simple! To think I’ve been bashing my head against this for over an hour.
I discovered a problem. The filter breaks if there are more than one stakeholder or project manager. Will update if I figure out how to work around it.
Nevermind. I just made a mistake.
No problem @Stian_Ovesen ! I’m very glad to know it worked !
Just in case, if you use multi-select lookups to be able to select multiple Project Managers / Stakeholders, you could use this filter formula :
thisRow.[Project Manager].[Coda user].Contains(User())
OR thisRow.Stakeholder.[Coda user].Contains(User())
(which should work in any cases )
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