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Views that show each person their own records

Filter a view on the person reading, so one view shows every salesperson, tenant or employee only their own records.

Often each person should see only their own records: a salesperson their deals, an engineer their tickets, a rep their commission lines. You do not need a view per person. One view, filtered on the person reading, shows each person who opens it only the rows that are theirs.

What it needs

The table needs a field that says whose each record is: a User field (a person in this workspace), such as Owner or Assigned to. Created by and Updated by are User fields too, so "the records I created" works on any table.

Make the view

  1. Make a view of the table: in the database's New menu choose Dynamic table, pick the table and choose Create. See Views of one table.
  2. Choose the view's title at the top of the grid, then Edit Dynamic Table definition.
  3. Under Source records, choose Add a filter and pick the User field.
  4. Instead of picking a person, choose Me. The condition then reads Current user.
  5. Choose Save.

Now each person who opens the view sees the rows whose field holds them, and nobody else's. You can add more conditions beside it, such as Status is Open, for "my open tickets".

Picking yourself by name is not the same as Me: it fixes the filter to you, and everyone who opens the view sees your records. Me always stands for whoever is reading.

Give it to the people it is for

Share the view, not the table, with the role those people are in. They then reach their own rows through the view and never the table behind it, so nobody can remove the filter to see the rest. See Share a view with a role.

To decide what they may do with their records, set Changes allowed in the view's definition: read-only, or Insert, Update and Delete.

Step 7 of How to calculate tiered commission is a worked example: each rep opens one view of the commission lines and sees only their own.

Last updated 29 October 2026