Global data filter in context of 'multiple projects'

[Pieter]

Hi Noloco team,

Our app is used by different projectteams at our client side, spanning multiple companies. Every company/project team is only allowed to see and edit their own project data. At the same, we constantly hop from one project to the other to support the various project teams as like a master-editor role.

In building and managing our app, we configured filters on all views so that projectteams only see the data relevant to them (i.e. their company, or more specifically the project they selected since some people are in multiple projects). This however involves a lot of configuration, because besides the views and their lists, drop down fields to linked records also need to be configured so that the drop down menu only shows linkable records related to the active project.

It would be very helpful if you were introduce something like a global filter that can be applied to the app as a whole, such that whenever I select a project as a user, all data is automatically filtered on forehand. I imagine a filter that is configured in the data panel.

Would something like this be possible?

[darragh]

Hey @Pieter what you’re describing isn’t very common, but we’ve seen a few great solutions.

Usually it involves storing an “active project” field at the user level, so each user can control which project they’re currently viewing.

Then setting up permissions per table to only let them see data related to the active project.

This means all of your forms and filters will respect that.

Then simply introduce another page where they can change the active project, by updating the “active project” field on the user.

Do you think that would work?

[Pieter]

Hey @darragh ,

Thanks for the reply. This is exactly what we did in our app. Only thing is: I cannot set the permissions dynamically to the user’s selected project (since permissions are applied to roles only) and the data filter option doesn’t have the option for dynamic filtering. Or am I missing something..?

[darragh]

It looks like you’re missing something @Pieter

If you take a look at our Agency OS template, you can see that projects are filtered based on the user’s client (in your case it would be ‘Active Project’).

Yes they’re role-based, but only to differenciate between Admins and users who need this permission applied.

See the below, in the section on Users can only access records if...

The screenshot you’ve shared is to simply filter the table momentarily, but you should be looking at our Permissions

Record-level permissions | Noloco

Yours would be

Project is equal to Logged in User > Active Project

[Pieter]

Thanks @darragh , we clearly overlooked this feature! This solves our challenge, thanks for helping out; feature request with-drawn