I’m getting closer to bringing external clients into my company app. There are plenty of limitations with the comment features that I’d love to see developed but one that was really critical is being able to limit who my clients can tag within their project. I have approximately 14 people in my app currently but only about 3 should the client be able to tag without causing real confusion. The only work around I’ve found is to add a linked record field in the noloco user table and then add a permission so that the client role can only access users which are in that linked field.
This is usable but highly inefficient because all of my data is in airtable so I can’t correctly update the users the client can tag unless I go to a separate page with the noloco user data and update manually. Ideally, within my airtable data there would be specific users linked to a project and anyone on that project would be able to tag those users. I tried many variations of that and wasn’t able to get it functional.
Does anyone have a suggestion for a way to accomplish limiting which users can be tagged with airtable linked record fields?
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This is possible currently with Permissions, you’ll want to modify the section of “should these users have access to all records?” → turn off…
Then set up a filter where “users” (that’s the name of the table of my users) is equal to “logged in user”… this will limit a user to only seeing their “user” record.
A bit confusing i know, but basically this is a high level override of all permissions related to the data table of “Users”.
hope that helps!
If you want to have certain members be able to tag and see other specific users items you can add an “OR” with the following settings:
Important - you need to set up another table called “Team” or something like that which has an ‘attached record’ field with the users who can interact… then, with this ‘or’ filter, everyone on the same team can see each others records. In my example i named the field ‘Members Collection’ (i wish it was teams lol).
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Right, I’ve been able to make this work with the noloco user table but never with the airtable user table. I just tried configuring it this same way again and cannot get it to work with airtable. It seems that comment tagging only respects the noloco user table itself. I tried it using a linked record field directly on the client record and on the project they are attached to with no luck. But if I do something similar with the noloco table it works fine.
