Filter a Table by the Logged-In User

Ever open a table and see everyone's records when you only want your own? This sKnackable shows you how to filter a table so that each user only sees the records connected to them when they're logged in.

What You'll Learn

How to use a connection field to link records to specific users
How to duplicate a table view and apply a logged-in user filter
How to replace your unfiltered table with a personalized one

What You'll Need

A table with a connection field linking records to a user role (e.g., Projects connected to Project Managers)
User logins enabled for the connected role

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Tip: Once your filtered table is working, don't forget to delete the original unfiltered table and rename the new one so your users see a clean, seamless experience.

Updated 5 months ago

Filter a Table by the Logged-In User

What You'll Learn

What You'll Need

Tip: Once your filtered table is working, don't forget to delete the original unfiltered table and rename the new one so your users see a clean, seamless experience.

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