User Listing Setup

User Listing Setup

In this guide, we will cover how to create and set up an Airtable listing for displaying records that belongs to an app user.
 
As an example, we will use the following Employee Directory Airtable base where we will create a listing that displays the department from the Departments table that belongs to an employee (app user).
 

Creating a Airtable Listing for Users

  1. Click on the Add Section button or hover over an existing section to reveal the Add Section button.
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  1. Select Listing, Grid or Table under Data Blocks and choose a layout.
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  1. Hover over the section and click on the Edit Listing button
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  1. Select the option My Users. This option creates a listing for displaying information that belongs to a user only. Looking to create a general listing? i.e. a listing that’s the same for everyone? See here.
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This will now take you to the listing editor where you can set up your data source (Airtable), permissions, views, filters and search settings.
 

Connecting Airtable

In Data Source:
  1. Select a table for your listing. Only tables with linked records to your Users table will appear.
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  1. Select a field to lookup by to return records that belongs to a user.
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E.g. if we look at Brooke Khan from the Airtable above, she belongs to the Sales department.
 

Permission Settings

Adding permissions will prevent the public or the wrong user group from accessing your listing. To update permissions:
1. Select the Permissions tab to control who can view, create, edit and remove records from the listing. By default, no one will be able to view this listing.
 

View Only Permission

To grant a user group View Only permission:
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  1. Click on Add Access Rule
  1. Choose a user group E.g. Employee
  1. Select what permissions this user group has. E.g. View Only (we do not want the employee to update their department information)
 

Create Only Permission

To grant a user group Create Only permission:
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  1. Click on Add Access Rule
  1. Select a User Group e.g. Employee
  1. Select the option Create Records
 

Edit Only Permission

To grant a user group Edit Only permission:
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  1. Click on Add Access Rule
  1. Select a User Group e.g. Employee
  1. Select the option Edit Records
 

Grant All Permissions

In some cases, you may want to allow a user group like Admins to create, edit or remove records from a listing. To set up this permission:
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  1. Click on Add Access Rule
  1. Select the user group Admin (Learn more about user groups)
  1. Select Create Records, Edit Records, Remove Records.
 

View Settings

Updating view settings determines how data should be filtered and displayed.
  1. Switch to View Settings
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  1. Displaying records using an Airtable View or sorted alphabetically by a field.
  1. How many records to paginate records by.
 

Filter Settings

Creating filters enables your users to narrow down results by selecting options from either dropdown menus or tags.
  1. Select the Filters Settings tab to generate filters for your listing.
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The easiest method is to use the Single or Multiple select fields options. This will turn the field options into filters automatically.
 

Search Settings

  1. Select the Search Settings tab to set up the search bar.
  1. Determine which fields are searchable. E.g. Name, Team
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Once card view and detailed view is set up in the editor, you should be able to view as Brooke Khan (bkhan@example.com) which will return the Sales department.
 
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