Hello,
What is the best method to create a report based on a user's role? I created a table which contains a list of users, their ID, and their role. I tried to establish a table to table relationship with the Projects table and User List table. But, the User List table fields are blank on the Projects table default report. I tried to import the User List data into the Projects table, but this option failed to work for me.
Qrew Legendnp,
Set the Key field of the Users table to be the userid field.
Then on the details table where you have the report, make a relationship to the Users table and on the right side of ther relationship use a formula user field called
[Current user]
with a formula of User().
Now you can look up any values from the Users table down to the details table.
Mark,
Thank you! On the Users table, I made the UserID field the key field. I followed your instructions to create Current User field. However, the User() is only returning my name back. I've included screenshots below.
Qrew LegendThe Key field of the Users table should be a field of type User. There will not be a formula user or List User field on that table.
The field on the details table should be field type Formula User with a formula of User()
That is the field you will use in the relationship back to the Users Table.
