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Helper II
Helper II

Filtering SP List with people picker by current user


  I'm working on a project where sales reps can only see their accounts from a SP list.  The accounts in the list are not created by them but they are able to edit the entries.  I have 2 columns in the SP list that are built with people pickers and need the filter to scrub both lists against the current user.  The list needs to be filtered 2 ways; one is when an account rep logs in they only see their accounts, two when a manager logs in they can see all of their reps accounts.  The two columns I'm referencing are "account manager" and "sales manager".  Below is the coding I have so far and any help would be greatly appreciated.  


App startup code:  Set(CurrentUser,Office365Users.MyProfile().DisplayName)


Browse Gallery Code: Filter('WRFP-2021 Sample','Account Manager'.DisplayName=CurrentUser)



Thank you for your help with this, it is much appreciated!  I have connected Office365users as a data source and it's working now.   One final question, how would I edit the below code to include the "sales manager" column as well.  I want all the accounts to display for the reps under that sales manager when the manager logs in.






Hi @Nate167 ,


You would need to create two collections and then merge them to use that that in your Gallery Control.

ClearCollect(colAccountManager, <Your Filter Formula>)

ClearCollect(colSalesManager, <Your Filter Formula>)

ClearCollect(colManagers, colAccountManager, colSalesManager)


Then use "colManagers", in your Items property for Gallery Control.


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Thank you very much for this!  I have added the code you suggested to the canvas but can't seem to get the 2 DisplayName errors to go away.  Do you have any suggestions?  





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