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Filter by the User logged in

Tom Kelly

4 years ago

New at all this development stuff --- heck don't even know enough to be dangerous ... well maybe enough LOL!
QUESTION:  Is there an easy way for me to filter records based on which "User" is signed into the database?

SITUATION/SCENARIO: I have created a User Table for folks to log into my database and it is password protected.  It's a basic contact management database that has a table for "Contact" stuff and for "Appointments" stuff. My ContactT table has a field "FollowUp" which is Yes/No and a FollowUpNotes field. There is combo box in which I pick the "User" to do the follow up.

So if I am signed in to the database how can I only see the followup notes that have been assigned to me.  If "Bee" is signed in I only want "Bee" to see the followup notes assigned to them.

Is this possible?

REMEMBER --- I'm a novice so think of me being in first or second grade where you are most likely in a Masters or Graduate program LOL

	Alex Hedley @Reply 4 years ago
Access Security Seminar

	Alex Hedley @Reply 4 years ago
Query Criteria

Tom Kelly OP @Reply

4 years ago

Alex I appreciate the link to the two videos! I've watched Richard's Simple Security Video and the associated ones in mentions. Since you know his "stuff" I am curious if you might be able to help me.

How can I set up some sort of automatic filter so that when "Tom" logs into the database only Appointments and CallBacks or FollowUps for Tom show up.

I know how to do the Queries however I am wanting to develop something so that if you sign into your front end you don't see my CallBack, FollowUp or Appointments and if I sign into my front end I don't see your CallBack, FollowUp or Appointments.

Does that make sense? Perhaps I'm asking the wrong question!

Scott Axton @Reply

4 years ago

Tom
You're only able to search on and manipulate your data depending on what you input in the first place.
First and foremost your appointment / contact record would need a field to "assign" it to a person-user in order to filter for it.

Then it is just a matter of adding that "current user" to your criteria for your query. I assume you are storing the UserID

Check out the Value From a Form video for how to filter records based on the value in a form.

	Richard Rost @Reply 4 years ago
And without proper security, people will just be able to go into the tables and look at whatever they want anyways. Hence the Security Seminar. :)

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