GrahamHaskin
6 years agoQrew Trainee
Limit Projects Listed in Drop Down List
I have a table called Projects, with a child table called Project Tasks, and each Project can have multiple Project Tasks.
Each Project can be set to have one or more users "working" on it (a field titled Group - Users List, which is a lookup field in the Projects Task table), and I've used that field to great effect to limit what projects can and can't be seen by different users (both for confidentiality and for a clutter control)
My current problem is that I have put together a timeline chart for individual projects, with a filter of "Where Project Name is equal to <ask the user>". In practice, the user clicks on the report link, and the first screen they get is a drop down list where they can select which project they want to look at.
Unfortunately, it contains a list of ALL projects, and I cannot figure out how to limit that list, either by current user (so users can only see what projects they are part of) or by project status (so projects marked as completed don't clutter the list).
I've tried updating the filter to read: "Show tasks where all conditions are true: Project name is equal to <ask the user> and Project - Group - Users List includes <the current user>", but all that does is if a user not part of a project clicks on a project, they don't see any tasks.
Any thoughts for how to limit what projects get populated into the dropdown list?
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Graham Haskin
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Each Project can be set to have one or more users "working" on it (a field titled Group - Users List, which is a lookup field in the Projects Task table), and I've used that field to great effect to limit what projects can and can't be seen by different users (both for confidentiality and for a clutter control)
My current problem is that I have put together a timeline chart for individual projects, with a filter of "Where Project Name is equal to <ask the user>". In practice, the user clicks on the report link, and the first screen they get is a drop down list where they can select which project they want to look at.
Unfortunately, it contains a list of ALL projects, and I cannot figure out how to limit that list, either by current user (so users can only see what projects they are part of) or by project status (so projects marked as completed don't clutter the list).
I've tried updating the filter to read: "Show tasks where all conditions are true: Project name is equal to <ask the user> and Project - Group - Users List includes <the current user>", but all that does is if a user not part of a project clicks on a project, they don't see any tasks.
Any thoughts for how to limit what projects get populated into the dropdown list?
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Graham Haskin
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