Filtering one list based on a user registered in a related list

Good afternoon,
I have a list with the customer data and one field is the contact person for the customer which is a person field related to a specific group.
Then I have a list that contains the activity performed for different customers whit a lookup field that points to the customer table.
I am trying to create a view on which if the user is a customer he/she can only see the list items for that specific company and if the user is from my company he/she can interact all customers data, is there a way to do that?
In order to do it with the filtered view I need to have the field availabe but when I try to do that by looking at the available fields to display on the view, that specific field does not show.
Thanks
Agustín

Hi,
You can create a view and set the filter for the contact person field and set the value to [Me]. So whenever a contact person logged in, he can see only the customer data where he is the contact person.
Hope this answers your query.
If you want to get the view on other conditions, then you need to create the view with the custom code using JSLink which a new feature in SharePoint 2013. Using JSLink you can modify the look and feel of the view and even you can apply filters using
JQuery/JavaScript. The following link shows how to create custom views using JSLink.
http://www.martinhatch.com/2013/08/jslink-and-display-templates-part-5-creating-custom-list-views.html
Part
1 – Overview, URL Tokens and Applying JSLink to objects
Part
2 – Changing how individual fields display
Part
3 – Creating a custom editing interface
Part
4 – Validating user input
http://www.sharepointnutsandbolts.com/2013/01/using-jslink-to-change-ui-of-sharepoint_20.html
Please mark it answered, if your problem resolved or helpful.

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How can I filter a Sharepoint 2007 libarry list based on current user login?

Hi all.
I would like to know how I can filter a SharePoint library list based on current user login.
Suppose I have created the followings:
1) A SharePoint form library containing bunch of uploaded InfoPath form data.
2) The InfoPath form template contains a promoted text field called "TargetUser" to store user domain login (ex: DOMAIN\JOE) and every InfoPath form file in the library has a valid domain name stored in the "TargetUser" field.
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Jason

Here's what I usually do in order to accomplish this. Ultimately you'll need to have 2 different fields. There's the one you already have, with DOMAIN\username stored in it. Then you'll need an additional field as a "person" column type.
Call it "TargetPerson" or something.
Create a sharepoint designer workflow that runs each time an item is created or changed. One action:
Set FIELD to VALUE.
The first FIELD is "TargetPerson", the VALUE is your "TargetUser" field.
Once this is done, then the person value is stored in the person field. This is the field that you can filter by "TargetPerson" is equal to [Me]
Laura Rogers, MCSE, MCTS
SharePoint911: SharePoint Consulting
Blog: http://www.sharepoint911.com/blogs/laura
Twitter: WonderLaura

How to auto populate data from one list in SharePoint 2007 into another list based on a key value?

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http://www.robertkuzma.com/2010/08/read-list-items-using-sharepoint-web-services-and-jquery/
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http://paulgalvinsoldblog.wordpress.com/2009/06/13/quick-and-easy-use-jquery-to-set-a-text-field%E2%80%99s-value-on-a-sharepoint-form/
http://spservices.codeplex.com/discussions/468729
If you use infopath form, then you need to create two data connection to get data from both lists. Later you can set value in fields based on selection using rule. This can be possible without code.
Hope it could help
Hemendra:Yesterday is just a memory,Tomorrow we may never see
Please remember to mark the replies as answers if they help and unmark them if they provide no help

Filtering report data based on user login and Parameter fields

Post Author: mronquillo
CA Forum: General
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Post Author: sharonmtowler
CA Forum: General
try, or something like that
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Hi all,
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Hi,
Sorry - I guess I should have said where to create the function!
You can keep those steps or keep with your own method as both should return the value you need. I usually store the result of that value in G_USER - similar to Tyson's method - when the user logs in and then use :G_USER wherever I want to use it in filters etc. However, if I need to create SQL Views, I have to use the GETCURRENTUSERID() function instead.
Andy
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Ace Fekay
MVP, MCT, MCSE 2012, MCITP EA & MCTS Windows 2008/R2, Exchange 2013, 2010 EA & 2007, MCSE & MCSA 2003/2000, MCSA Messaging 2003
Microsoft Certified Trainer
Microsoft MVP - Directory Services
Complete List of Technical Blogs: http://www.delawarecountycomputerconsulting.com/technicalblogs.php
This posting is provided AS-IS with no warranties or guarantees and confers no rights.

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Reward the points if it is helpful.
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Different masterhead image based on the user logged in

HI,
Presently we are using standard portal theme.How can I change the image in the masterhead based on the user logged in.How can i change that and i want to assign that masteredhead to users.
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Reward the points if it is helpful.
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Rudradev Devulapalli

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Best Regards
Forum Support
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