Skip to main content
S
sureshm0014
December 18, 2022
Question

how to show the records in a list ,specific to the user logged in ?

  • December 18, 2022
  • 3 replies
  • 0 views

I have a application , where customers can see their invoices . For ever customer we provide a user id . we store all the invoices across the customers in a recordtype  INVOICES.

Now when a specific customer logs in this is the start page. I want to show only the records (invoices) speciifc to customer

I am using SITE and Invoices as Records/List

3 replies

ganapathys1500
ganapathys1500
December 19, 2022

You can use the default filter option in the record. You can filter the data by loggedInUser person's user ID.

G
gregoryh3521
December 19, 2022

The record's default filter option is available for usage. By using the loggedInUser user ID, you may filter the data. Flappy Bird

komalj3844
komalj3844
December 19, 2022

Please have a look to this documentation .it inline with latest version of Appian https://docs.appian.com/suite/help/22.4/record-level-security.html

If you are working in old version  upto 21.4 :- ://docs.appian.com/suite/help/21.4/records-filter-source-data.html

you will get solution under the record data documentation 

Terms & ConditionsAccessibility statement