I have reviewed a bunch of posts and have gained some insight, but not enough to have clear direction.
I need to be able to assign viewability / editing for users by different projects. I have a list / table with records in it, each of which is assigned a project. I need to be able to have multiple users login and be able to see only the project records that are assigned to them.
Example -
Project A - assigned to users 1, 2, 3
Project B - assigned to users 4,5,6
Project C - assigned to users 6 and 7.
Project D - assigned to users 5, 8, and 9 etc...
Then prefilter limits all records so users 1,2,3 can only see / edit Project A records.
I have been able to do this in the past for individual users using a userid field, but I have had to add the ids manually because users aren't creating their own records? I could add multiple users into the userid field, but again that is manual and I need something where I can just create a group with the project definition, and then assign the user ids to that?
I need to be able to assign viewability / editing for users by different projects. I have a list / table with records in it, each of which is assigned a project. I need to be able to have multiple users login and be able to see only the project records that are assigned to them.
Example -
Project A - assigned to users 1, 2, 3
Project B - assigned to users 4,5,6
Project C - assigned to users 6 and 7.
Project D - assigned to users 5, 8, and 9 etc...
Then prefilter limits all records so users 1,2,3 can only see / edit Project A records.
I have been able to do this in the past for individual users using a userid field, but I have had to add the ids manually because users aren't creating their own records? I could add multiple users into the userid field, but again that is manual and I need something where I can just create a group with the project definition, and then assign the user ids to that?