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Question

Grouping users into groups and filtering based on group

  • June 17, 2020
  • 0 replies
  • 116 views
Hi, 
I have an requirement to filter data based on user groups.
Initially we set up our filtering based on current user.
if Assignee equal to current user, show that report.

We now want to set up groups (multiple Users), and if Assignee (Group?) is equal to current user's group, show that report.  

Thank you.

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Natasa Nedeljkovic
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  • OanaWhalen
  • Registered
  • June 18, 2020
Natasa,

If you don't already have one, set up a table for User Groups. Make the key field be the user and have a dropdown (text - multiple choice) field with the various groups (can be a parent table or just a pre-defined list in a field). Now in your Assignments table, create a Formula - User field called Current User with the formula just being User(). This will pull the current user value for whoever is logged in. Now you can do a lookup from your User Groups table to pull the user's assigned group down to the Assignments table as a Current User Group field. Use this field to compare against the Assignee Group field for your report filtering.

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Oana Toma
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