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Filter lookup field based on logged in user

  • September 24, 2022
  • 0 replies
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Hi all

I'm new to this community. I have googled about my problem but couldn't find a working solution for my problem. I have these lists:

  • A list of Sites (ID, Name): Dim_Sites
  • A list of tanks (ID, Name, Site). Each tank belongs to exactly one site: Dim_Tanks
  • A list of users, each of which having access to at least one site (Site, User): Dim_UserSiteAssignment
  • A data entry form (Site, Tank, Onhand): Tank_Onhand

I want each user to have access only to tanks which they have access to their site, like this:

User A has access to site S1

User B has access to site S2

Tanks T1-T4 are in site S1

Tanks T5-T8 are in site S2

If user A is logged in, they should be able to select only T1-T4

If user B is logged in, they should be able to select only T5-T8

During my searches, I reached this link. I added Site field from Dim_UserSiteAssignment in Tank_Onhand list, so I can use this to cascade-filter available tanks, but I cannot select User field in this section:

26493iDD429B7682A60595.png

When I open field selector, it only displays fields from Tank_Onhand list, not Dim_UserSiteAssignment list. How can I access the field I need?

 

Edit: I just noticed that "List column name" in upper section also comes from Tank_Onhand, not Dim_UserSiteAssignment!

 

Thanks in advance.

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