Displaying a list of the records assigned to you

記事番号:040759

On Kintone apps, you can create a personalized view that displays only the records assigned to you. With this view you can quickly check the records relevant to you, even when you are using the app with other users.

This article provides step-by-step instructions for configuring an app so that it displays a list of the records assigned to whoever is viewing it.
By creating a view with Logged-in user specified as a filter condition, you can avoid the hassle of making a separate view for each member.スクリーンショット:自分用の一覧

Preparation: Add a field for entering an assigned user

Before you can create a personalized view, you need to place a field for entering an assigned user on the app form.
In this example, a "User selection" field is placed on the app form and named "Assigned to."
スクリーンショット:[ユーザー選択]フィールドを追加

Next, use either of the following methods to create a view that displays only the records assigned to the user who is viewing the app.

  • Method 1: Create the view from App settings
  • Method 2: Create the view from the "View" screen (the top page of the app)

Method 1: Create the view from App settings

To create the view from App settings, follow the steps below.

  1. On the View screen (the main page of the app), click the App settings icon (the gear-shaped icon) at the upper right of the screen.
    スクリーンショット:[アプリを設定]アイコンが枠線で強調されている

  2. On the App settings screen, click the Views tab.
    スクリーンショット:[一覧]タブの位置を示している

  3. Click the Add new view button to create a new view, or click Duplicate to copy an existing view.
    In this example, we will click Duplicate to copy an existing view.
    スクリーンショット:[複製]をクリックした場合の画面の変化

  4. Click Edit for the copied view.
    スクリーンショット:[編集]を赤枠で強調している

  5. Enter a name for the view (e.g., "My Cases").
    Change the fields to display in the view as needed.
    スクリーンショット:[一覧名]に任意の名前を入力した画面

  6. In the Filter section, select the field used for entering an assigned user.
    In this example, we will select the "Assigned to" field.
    スクリーンショット:条件の設定画面

  7. Type "Logged-in user" in the input field and click Logged-in user when it appears as a suggestion.
    スクリーンショット:[その他]タブ画面

    Make sure that you have set a filter condition for the "Assigned to" field with includes any of and Logged-in user.
    スクリーンショット:条件を設定した画面

  8. Click Save at the bottom right of the screen.
    スクリーンショット:[保存]ボタンが強調されている

  9. Click Update app at the upper right of the screen.

  10. On the confirmation dialog, click Update app.

You have successfully created a view that displays records assigned to whoever is viewing the app.
Now, for instance, when User A selects the view, it will display only the records assigned to User A, and when User B selects the view, only the records assigned to User B will be displayed.
スクリーンショット:自分が担当者の一覧

Related information: How to set the personalized view as the default view

You can set the view you created as the default view (the first view users see when they access the app).
To do so, navigate to the Views tab of the App settings screen and move the view to the top of the list.
スクリーンショット:自分の担当一覧を作成済みの一覧の先頭に移動した画面

Method 2: Create the view from the "View" screen

To create the view from the "View" screen, follow the steps below.

  1. Click the Filter button on the "View" screen (the top page of the app).
    スクリーンショット:[レコードの一覧]画面で[絞り込む]アイコンを赤枠で強調している

  2. Select the field used for entering an assigned user.
    In this example, we will select the "Assigned to" field.
    スクリーンショット:フィールド名を選択している画面

  3. Type "Logged-in user" in the input field and click Logged-in user when it appears as a suggestion.
    スクリーンショット:入力欄で[ログインユーザー]が選択候補として表示されている

    Make sure that you have set a filter condition for the "Assigned to" field with includes any of and Logged-in user.
    スクリーンショット:条件を設定した画面

  4. Set additional filter conditions or sorting preferences as needed.
    In this example, we will select Ascending for the "Deadline" and "Status" fields in the Sort by section.
    スクリーンショット:ソートを設定した画面

  5. Click Save, then specify a name for the view and save it.
    If you want to display the view on the spot, click Apply.
    スクリーンショット:[保存]ボタンと[適用]ボタンの位置を示している

You have successfully created a view that displays records assigned to whoever is viewing the app.
スクリーンショット:自分が担当者の一覧

Related information: Bookmarking the view

Even if you don't save the created view in the app, you can bookmark it in Kintone.
Reference: Adding bookmarks
スクリーンショット:自分が担当者の一覧をブックマークした画面