Help with this relation for grouping

Hello everyone, hope you’re all good. I’m working on an NGO kind of application specifically the membership side. What i need help with is relating them all together.

Heres a scenario, there are three stages, HQ, Region and Branch.

Each branch can only have access to its own data.

A region can have two or more branches so it has data to each of it’s respective branch’s data and also it’s own unique data

While HQ has access to the whole organization data and it’s own unique data.

I can’t figure out how i would go about it would appreciate your help.

Hi Michael

This is a perfect use case for row owners.

In your user table, make sure you have a roles column set (in settings) to then in your regions table apply row owners. Don’t forget you can have more than one row owners column - so it’s common practice to add another text column in your groups table with the ID of any admins (or maybe HQ in your case) which gives super admins access to that row.

So difficult to explain - happy to share an example with you if you wish? I have something very close to what you need I think.

Andrew

Just re-read your post. Is it just relations you need help with?

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Hi Andrew… I already have row owners set in the email I don’t know how to use two row owners and I need help handing it out please. You can share what you have I’m very sure it would help me move really far. Thank you very much. :slightly_smiling_face:

Happy to!

Can you DM me your email / Team ID and I will knock something up for you.

Row Owners are very useful. Have you watched Robert Petittos excellent videos?

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Take a look at these three screenshots. This MAY do what you need.

Note which columns have row owners applied (with the little blue person icon in the header). When adding Rows - you need to make sure you have a special value or Set Column values - for these columns for Row Owners to work on future rows. It is not possible to use a calculated column as a Row Owner - it has to be a basic column.

Hope this helps!

Andrew



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wow i think this just might do it let me test it out. Also what does having multiple row owners do? I watched Roberts video but I still don’t get this part.

It allows multiple people (if using email address) or multiple groups of people (if using Roles) to be owners of the row. If they are an owner, then they can access the data.

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that makes perfect sense. Thanks jeff

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Hi @micheal

I made a simple app to demonstrate this - and added it to your team. Let me know how it looks! An example always helps

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It’s awesome I finally have a base to build up on. It works awesome I’ll get back to you on the app. Thank you.

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Hi andrew how are you today?
thanks for yesterday.
I tried to make an exact copy of your app but it dosent work as it should. At first i thought it was my account issue but then i logged into another account and it’s the same result. I attached the screenshot below I’m sure im making one minor issue but i cant seem to get it. Could you check it please.



The values in your owner columns do not match those in your Users table Role column.
For example, you have Role values such as “President” and “Secretary” in your Users table, but completely different values in the other tables.

ohh hi darren. The main column in the user table for this job is the Division column. The role is just the authority of the user.

Okay, well what is important is which column you have set as the Role column in your User Profiles configuration:

The Role column can be any text column, and you can name it anything you want, but it is the ONLY column that can contain text values to be used as Row Owners.

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wow that works… thank you so much.