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Show Records Connected To The Logged-in User's Company Or Other Group

Danielle Kellogg Updated by Danielle Kellogg

Scenario

How To Enable Users to View and Manage Records Shared Within Their Company or Group

This article is similar to the article How To Enable Users to View and Manage Their Own Records. However, in addition to adding user logins to enable users to access records intended only for that logged-in user, you can also setup user access to view records shared among groups or divisions.

In this article you will learn how to enable Sales Reps to access Sales Leads shared within their Division. Only members of the same Division will be authorized to see these shared records.

Requirements

In order to set up your app to show records connected to the logged in user you will need to have Users enabled in your app. You can read more on Users and how to enabled them here.

You may find it helpful to review the above article as well as learn more about connections prior to reading this article.

Steps

Create Objects & Users

If you don't already have objects and users in your app that you want to use for this scenario you can read more on how to add objects and users to your app:

In this scenario we are working with Sales Leads and Division objects and a Sales Reps user role.

Create Connections

First we need to connect Division to the Sales Rep object.

Choose the “Sales Rep” user role, then add a connection by clicking the green "+" button on the right.

This will open a popup where you can select which object to connect to and what type of connection to use.

For this connection we want Sales Reps to connect to one Division and each Division to connect to many Sales Reps. This is called a “one-to-many” connection type.

Next, select the Sales Leads object and create a connection for Division using the same steps as above. For this connection every Sales Lead record will connect to one Division and each Division will connect with many Sales Leads records.

This creates a connection for Division in both the Sales Rep and the Sales Leads objects which will become the common the data linking the two objects.

Update Records

Now that you have your objects and connections set up, you will need to update the records to assign a Division to both Sales Reps and Leads. This will allow Sales Reps in the same division to view (share) common records.

Select the Sales Rep user role, then choose the records tab at the top. Click the Division cell to choose a division:

Repeat these steps for the Sales Leads object.

Add a New Page

Next we need to add a page to display these shared Sales Leads records. In the Pages section of the Builder, click the green "+" button to add a new login page for Sales Leads.

This will prompt you to create your new page and add a view. In this scenario we want to add a new table view showing Sales Lead records connected to the same Division connected to the logged in Sales Rep.

You can read more about using login, adding pages and adding views here.

Login & Test

Next login to your Live App and test your new page. To view the Live App, click “Go to Live App” or the open button in the top right corner of the Builder. Make sure the Sales Rep only has access to those Leads within their assigned Division:

Notes

How to I add a view to an existing page?

If you already have login page in your app, you can add a view by selecting the "Add View" button while viewing that page. This will start the view setup process where you can create view that shows records connected to the logged in user.

How do I show records connected to only the logged in user?

Its also possible to show records connected to only the logged in user, rather than the logged in user's group. View the users article on showing records connected to the logged-in user for more options and scenarios.

How did we do?

Create a Single Login Page for Multiple User Roles

Create an Admin User Role to View All Records

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