I import several document into Notes from an excel spreadsheet. The documents are in a view called “Import”. A user will select one or multiple documents that will put “Approved” in a field. I have a view that now only shows Approved documents.
Question: How do I let - only each user see the documents they selected in the Approved view??
Subject: Single Category view?
I would probably flag the documents with a unique identifier – probably their user name…
I’m guessing you are opening to a view, having the user select the documents from the view and clicking an action button to mark/flag these documents with “approved” in a certain field…
I would probably go down the road of creating a form with an embedded view that shows a single category view (you have the right idea). The view itself would only show those documents that have been marked as approved, with the first column categorized on the field that captures the user name (I would use the full canonical format).
In the form, the embedded view would have the single category set to:
@Name([CANONICALIZE]; @UserName);
You would probably want to make the user name field multi-value in case other users mark the same documents…
You can automate this process all in the action button itself…
Hope this helps,
Dan
Subject: RE: Single Category view?
Dan,
I can’t get this to work or fully understand the process?
Subject: RE: Single Category view?
I got confused on exactly what you wanted to do. I saw “single category view” and thought you wanted to create an embedded view.
The other solution is the way to go - Readers fields…
Sorry about the confusion,
Dan
Subject: Single Category view?
If you don’t want users to see the other documents, at all, regardless of what the view is, then use a readers field. Whatever method you are using to put “Approved” into a field, also include a line that puts @username is your readers field.
Subject: RE: Single Category view?
That did the job.
Thanks