View Select by Role Membership

Hi All - I am trying to do something that sounds simple but can’t get it to work. Also I am aware that some User functions don’t work in views … like @UserName and @UserRoles unless it is Shared-Private after First Use.

Here is what I am trying to do in a view selection with Formula language.

The document has a single value field called “CRoles” that contains either “[Technical]” or “[Non-Technical]” when the document is created.

Users have roles in their ACL that can be either [Technical], [Non-Technical] or both can be checked.

I need to be able to show only those documents in the view

where the field CRoles matches one or both of the actual user roles in the users’ ACL.

I don’t know what I am missting, but can’t get it to work.

Thanks,

Subject: Could you not just use a “Readers”-type field?

I wouldn’t make the existing field a readers-type, but instead create a new readers field which incorporates the current existing field value. I would make it a computed, multi-value field, and add on an additional “administration” role (to which you would belong, so that you could see every document regardless of your role inclusion).

Hope that makes sense!

Subject: RE: Could you not just use a “Readers”-type field?

Terry - that was the simple solution I needed - Thanks!!!