Hi,
I am trying to set up the member login area so that they can see their clients in the account. I keep running into an issue with filtering the dataset to set up the Filter as Consultant is Login User. I was trying to code it, but because I am a beginner I keep getting errors and am probably doing it wrong.
Here’s a screenshot of how it is showing up right now. I wanted the rows to only show if the Consultant name matches the login user. As you can see it is still showing the row with Admin Not B even though the consultant doesn’t match the login user.
So to do this in code you can simply get the logged in members name and then just query that name in your dataset so that it filters the table to only show the matching name.
Or if the logged in user is the same person as the name that you are wanting to show, then you can simply just filter the dataset to show the logged in users info only by using their userID.
Note: I removed any code I added to this page since I kept getting errors.
So if i try to add a filter the closest thing I can get to show data for logged-in users, is if the field is setup as owner. But I would like that field to be the consultant.
So it would be
Field: Consultant
Condition: Is
User: Logged-in User
But when I change the field to consultant it doesn’t give me the option for user: Logged-in user. See screenshot.
Note: I can’t filter by owner since the logged in users aren’t inputting this information in. Someone else on the team adds this information.