I’m building a checklist of tasks that bereaved families have to deal with after losing a loved one. Where I’m from, these tasks can be very different depending on the deceased person’s religion so during onboarding, we ask our users to specify if they’re Muslim or Non-Muslim (stored in the Users table).
In our Checklist table, I’ve added a column that specifies if that particular task (row) applies to only our Muslim users or non-Muslim users or everyone.
My question is, how do I go about only showing the tasks (rows) that are relevant to that particular user based on the religious preference that they’ve selected during onboarding?
Steps:
During signup add a field that gets their religion (I’m sure you’ve done that)
Select options on the layout tab of the table you’re working with.
Click on Add filter
Then create the filter it should be like
when Religion (on the checklist table) is Relion (on the user profile table - to get here: User profile > Religion)
Just make sure the values are the same
Another way is to create a relation on the (checklist item) that says Religion is Religion (on the user profile)
Thanks Jeff, it worked perfectly. I have a follow-up question.
During onboarding, I also collect a bunch of other data from the user (also stored in Users table) including whether or not the deceased left a will, did they have any pets, etc. Is it possible to add another layer of filter based on their answers? This 2nd layer of filter applies to everyone (both Muslim and non-Muslim users).
I’ve created a collection in my User layout which shows the unfiltered data have added relation and lookup columns in the many-to-many but I can’t work out how to add a filter where I say User/UserName = UserSessions/User Name.
