Hi can anyone link me to any other questions, articles, YouTube videos etc. To setup lookup expression for security filters.
So I have a table with users where each user has their email column as the key and enumlist type column to categorize the user which will be used as the criteria for the lookup.
Example
Ted is a area manager and is also part of a specific product development team so his user type enum list will be set as โCentral Area, Tomatoโ.
So the idea is that there will be a security filter on sales data that only return him sales records of all reps where that rep is categorized as โCentral Areaโ.
I also have another table that has specific crop notes. Ted will only see data that falls under the tomato category.
You get the idea.
Solved! Go to Solution.
@Michael_Pinto
You can setup the security filter like this in Sales table:
CONTAINS(LOOKUP(USEREMAIL(),"USERS","EMAIL","CATEGORY"),[Category])
You can setup the security filter like this in Crop Notes table:
CONTAINS(LOOKUP(USEREMAIL(),"USERS","EMAIL","CATEGORY"),[CropNotes])
@Michael_Pinto
You can setup the security filter like this in Sales table:
CONTAINS(LOOKUP(USEREMAIL(),"USERS","EMAIL","CATEGORY"),[Category])
You can setup the security filter like this in Crop Notes table:
CONTAINS(LOOKUP(USEREMAIL(),"USERS","EMAIL","CATEGORY"),[CropNotes])
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