A Tale of Two Cities (kind of)... Introducing User Groups!
Lots of detail coming, so here’s the short story - you need a better way to filter data, not based on information within the record, but instead on who is responsible for the record. That is the problem we’re solving with User Groups.
Let’s talk through an example. Imagine a company with two offices in two Cities (get the Dicken’s reference now?). One is East Coast, one is West Coast. Each office has local responsibilities for their own operational metrics, but these metrics also need to be rolled up to corporate.
Before groups, you’d write filters for three different reports, and create three different chart or views with your new filters. You’d create a filter to limit the data to just East Coast, another to limit to West Coast, and a third for Corporate, which would include both. As you can see from this simple use case, the filters (as well as the views & charts) could easily grow out of control, which adds undue work to manage, and a bunch of unneeded complexity.
With groups, you now have the ability to reduce this to just one filter, and one view. Here’s how you do it.
User GroupsCreate your user groups - you can access the user group manager from the menu within the user manager. I’ve created an East Coast group and a West Coast group.
UsersThen just assign users to your groups. You do this from the user profile (also in user manager). Sticking with our example above, i’m only a part of the West coast, and my coworker Todd is at corporate, so he gets access to both East and West coast records.
RecordsFrom the table editor, add a user group field to your table (I called it “Location Group”), and then add the new user group field to a form.
Once you’ve done this, you can assign a record to a group. In this example, i’ve added one of our Blood Transfusion machines to the West Coast group.
FiltersPutting it all together, we can now build our single filter using the Location Group field. I’m creating a very simple filter that will only show assets that are part of the current logged in users’ assigned groups.
So the next time Todd and I log into this app in TrackVia, we’ll only see those items that belong to the groups we belong to! My “West Coast” list is on the left, Todd’s East & West Coast list is on the right.
|Walker - West Coast||Todd - East & West Coast|
Lots of bug fixes and tweaks.