connecting users to people from table and personalizing reports

  • 1
  • 2
  • Question
  • Updated 1 year ago
  • In Progress
I have a situation where I could use help, and it is related to two matters:
1. I have one table - list of Project Managers. I want to connect them with users (eg. I have a name John Doe, and a user John Doe, and I would like to align them. IS THERE A POSSIBILITY TO ACHIEVE THIS?

2. As a addition to previous step I would like to setup a personalized report, for example, when John Doe opens his report, he could only see his projects.
(since I have around 20 Project Managers, how can I create such report/connection)?
Photo of Nenad Ilic

Nenad Ilic

  • 734 Points 500 badge 2x thumb

Posted 1 year ago

  • 1
  • 2
Photo of Gaurav Sharma

Gaurav Sharma

  • 5,804 Points 5k badge 2x thumb
Hi Nenad,

I hope you are doing good.

>I have one table - list of Project Managers. I want to connect them with users

I believe you have one text field and another one user field.

Text field: John Doe
User field: John Doe<Select from the dropdown> it will show all the users.

Through this, you can easily align a person with the user.

>As a addition to previous step I would like to setup a personalized report,

For this, make a filter like <user field> is equal to the current user in the report setting.

Please let me know if this works for you.

Thanks,

Gaurav
Photo of Nenad Ilic

Nenad Ilic

  • 734 Points 500 badge 2x thumb

Hi Gaurav,

I already tried to make a filter where Transition Manager = current user, but I don't know if there is a function for current user, that I am not aware of?


Best regards,


nenad


Photo of Gaurav Sharma

Gaurav Sharma

  • 5,804 Points 5k badge 2x thumb
Are you trying to create the report in the same table?
Photo of Nenad Ilic

Nenad Ilic

  • 734 Points 500 badge 2x thumb

No I went to Create table report, and put in all the parameters and info that I need.

I've found couple of options, but none of them seems to work. In filter I select Project Manager, is equal to, the value, _curuser_ ...... but it doesn't work.

Photo of Gaurav Sharma

Gaurav Sharma

  • 5,804 Points 5k badge 2x thumb
To use these function, your Project Manager field should be a user field.