+4Hello,
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.
+24np,
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.
+4Mark,
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.
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