Dynamic View Logic Based on Current User

ker9 ✭✭✭✭✭✭
edited 06/22/22 in Add Ons and Integrations

Any ideas on how to implement logic in dynamic view based on current user (other than creating separate views)? For example, if Current User is Advisor, then these fields can be edited.

It knows who the current user is because the filter is setup such that if current user is advisor or employee, then row is visible.



  • Mike TV
    Mike TV ✭✭✭✭✭✭


    The dynamic view restrictions to current user are set to allow people to access entire rows with their contact info in them, not specific columns on a row. You'll need to submit an enhancement request for a new feature unless someone else knows a work around.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @ker9

    I hope you're well and safe!

    To add to Mike's excellent advice/answer.

    Another option that you could explore would be the Premium App, WorkApps.

    Is that an option?

    I hope that helps!

    Be safe and have a fantastic weekend!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • ker9
    ker9 ✭✭✭✭✭✭

    @Mike TV - I made a request for a system column containing Current User, which should allow us to build logic on that data.

    @Andrée Starå - WorkApps is only available to licensed users, in spite of at least one help location that states otherwise.

    Thank you both for your support.