Allowing users to create private lists?

Possibly a cleaner approach would be:

  • Firstly, ensure your Leads table has a Row ID column
  • Next, add a User Specific boolean column. Call it “My Leads” or similar.
  • When a user is viewing a lead, present a button labeled “Add to My Leads”
  • The action on that button would set that user specific column to true
  • Now, to filter by “My Leads” you use “My Leads is true”

You could also have a second button to remove a lead from My Leads, which would set the user specific column to false, and use a visibility condition (based on the state of the user specific column) to control which of the two buttons is shown.

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