The drop-down only shows my data.
1. Background introduction
When recording project follow-up, members are required to select only the projects they participate in. Therefore, if you want to link the data belonging to the current member in the table, we can use the following indirect methods.
2. Design ideas
(1) design 3 forms:
- Project information table: record basic Project Information
- Project permission Auxiliary table: used to implement auxiliary functions
- Project Follow-up table: in the project follow-up table, when selecting a project, only the data related to yourself is selected.
(2) add member fields to the project information table to record project team members. Since there may be multiple project participants, useSubform+Member selectionTo record project team members.
(3) project permission Auxiliary table: useBusiness Association rulesTo add multiple sub-data with member information in the project information table to the project permission Auxiliary table 」.
(4) in the project follow-up table, according to the current user linkage project name.
3. Form design
Before designing a form, you need to understand the basic knowledge before designing the following form. Click LearnForm design.
Project information table:
Project name: a single line of text field that records the name of the project. Project team members: subform Fields. The members in the subform are selected to record specific project members. Other project information fields: a single-line text field used to record project information.
Project permission Auxiliary table:
Project name: the project name in the project information table, which is automatically written by business association rules. Project member selection: the project selection in the project information table is also automatically written through business association rules.
For more information about setting business association rules, see the following: 【4. Business Association rule settings]].
Project Follow-up table:
Member Radio: A member radio field. The default value of the field is set to the current user. Project name: the data in the permission Auxiliary table is linked through data linkage or associated form components. Follow-up: briefly describe the follow-up content
- The project name uses the drop-down field to set the project name.Data Linkage
Linkage form: Select the previously set project permission Auxiliary table;
The following conditions are met: the member radio of the current form is equal to the member radio field in the project permission Auxiliary table;
Trigger the following linkage: the project name linkage of the current form is displayed as the project name in the project permission Auxiliary table.
- Project nameUse the associated form component and set data filtering.
Linkage form: Select the previously set project permission Auxiliary table;
Filter condition setting: the member radio field in the project permission Auxiliary table is equal to the project member field on the current page;
Trigger the following linkage: the project name linkage of the current form is displayed as the project name in the project permission Auxiliary table.
That is, when the selected member in the project follow-up table is equal to the member in the project permission Auxiliary table, the project name is automatically associated with the project information corresponding to the member in the project permission Auxiliary table.
4. Business Association rule settings
PassBusiness Association rulesTo generate a project information table for each member entered in the project information table to the project permission Auxiliary table.
Project information table>Form settings>Form events>Formula execution>Add Business Association rules;
Trigger Action settings:
After setting the title of the business association rule, select document submission and set the trigger action to document submission 」.
Perform action settings:
Use the UPSERT Business Association formula to insert the current form data into the target table in sequence.
5. Effect demonstration
(1) data entry
Enter basic data in the project information table.
The following figure shows the entered data:
(2) effect experience
Experience the effect in the project follow-up table (in order to let you see that different members can display different project data, the member selection here sets the field permission to "editable 」, can be changed to non-editable during actual operation)
That is, after the member is added as a project member in the project information table, the member can only select the project that he is responsible for to follow up when adding the project follow-up information.
6. Video demonstration
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