This week I had an issue getting some records associated with a logged-in user to display how I wanted in my Knack database app. It had to so with some limits that exist when viewing a record detail and also trying to automatically filter by things related to the logged-in user. Well, with a little help from Knack's support, I now have a good workaround that does the job. Check it out.
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Full Transcript
folks Dave Parish here again
doing videos on neck functionality I
appreciate you tuning in here here's
what I got today jump right into it I'm
kind of logged in
user connection work around now I was
building this app this just came up this
week by the way
we're on a detailed view of something
in the study I wanted to create a table
underneath it related to the detail uh
so connected records to my detail page
object and then I further wanted that
I only want to display records those
connected records that were connected to
the logged in user users have a site
they're associated with so when they
went to the detail page those related
records I only wanted the show not only
related records to my detailed object
but only show the records that were
associated with the site of the logged
in user Knack would not do that
at least the way I was expecting and I
actually got this from their tech
support I found a workaround and works pretty
well so I'm going to go through that
thanks
okay let's just get going on this right
now I'm going to call up the app first I'm
going to show you what this app does I'm
at the right place here yeah
it's an app that tracks
sort of a chain of custody out custody
I'll call it of medical devices that are
being tested I think it's simulated some
FDA type of deal this doesn't include
clinical data but it just shows anyone
who's touched this device so there's a
clear record of where and who and what
uh when type stuff of this device so
let's just do this as for an example we
create a study I'm going to be quick on
it here's a study in this study it
doesn't matter top stuff it has several
different devices that are going to be
part of this study and each of these
device can end up at a different
site there could be a doctor's office a
hospital clinic whatever so it ends up
here now at the same time there's users
in my mouse to work here uh go to data
coordinators are the users at the
different sites so when they go to a and
they're assigned to a study too so let's
see what they have here
let's go to the coordinator page hey I'm
a coordinator
and I sign in I've been assigned to
different studies I'm only going to see
the studies that are assigned to me
that's cool no problem with that
whatsoever now I go to a study
let's go to this one what I want is to
be able to I go to a study that I'm
assigned to these items underneath I
only want for that study to show the
studies
the items the devices from that study
to which I am assigned as the same site
so this study may have four different
items going out to different sites I
only want when I'm a coordinator
to only see this devices that are
decided which I reside I couldn't get it
to do that uh and I'm going to show you
what it did here's what I was expecting
if I go to coordinator page
here's the studies this one's easy uh
this study this shows studies connected
logged in a user that logged in thing
you see it all the time when you do it
do you want to add something do you want
to be related to the login user go to
the detail page so now I'm at a detail
page of the study itself if I go here I
want a grid an inventories is what I'm
looking for these are the device
inventories click it
now what I was expecting to see stuff
related login user and we sort of double
dealings here we have related to the
study we got another thing coming from
side which is the site of the login user
um but it wouldn't do that I
contradict contacted their support and
they did they gave me a workaround I
don't think it might be new but
it's not perfect but it's pretty good
instead of using I'm gonna do this a
grid view what they're calling now you
can use a search view if search it was
basically a grid view but it has
search criteria up top uh which can
result in a table can result in a list
too but a table usually here's this
table I want so what we can do they have
a special functionality which may be new
by the way watch this here's my criteria
the only criteria I'm going to make
is uh my site if you click on this and
go down to further details
show you're used to the show stuff on a
lot of things so instead of showing all
Sites it says okay when the user is
selecting criteria or has the criteria
and they want to select it we're going
to limit to what they can use or what
they can select from and in this case
we're going to limit it to only
sites that they're they're associated
with which gets me to where I want to be
and then I did some further stuff
I'm gonna go back here on the data side
inventory site
I made it radio buttons
and I made it value be the first one
or its default value
so I'm gonna put this in practice well
I'm going to go back here real quick
this and this
this gets the job done use a search now
if you had a whole bunch of different
criteria or there was lots of sites you
were associated with or a whole number
other finials this may not work or may
not be as smooth as this particular
thing but let's go give an example here
here I am
I picked the study I want to be to I'm a
logged in coordinator
here's my met test site
remember this used to have four and here
are my inventories in the state your site we
can put some words here that make it a
little more user friendly but um now
it's just giving me the two instead of
those four there's two that only two of
these items are associated with my site
and the other two aren't so they're not
showing up and by the way since this is
pre-selected I did this and I'm going to
thank Ian at Mac Pros
for giving me a small piece of code
that won this when this page loads
it automatically clicks search so
instead of let's do this instead of the
coordinator clicking study having to
populate with a blank thing uh we got to
reset this hey man
period instead of them having to do what
I just did click this I might have to
work on some timing issues there that it
automatically does it so it's sort of
seamless and in fact it'd be even better
there might be some code it's a real
small piece of code that allows me to
even hide this so this search criteria thing just sort
of goes away and it just automatically
populates with it but regardless that
works and then these further details
stuffer I won't get into it just goes
along to the normal thing we do
hope that was a little helpful for
something it was for me appreciate it
thanks.