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How to create Users table connecting projects owned

  • January 7, 2025
  • 2 replies
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L
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I want to create a users table. This will be tied to the users who have access. I already have a projects table which i can easily assign owners via the people who have access to the base, similar with tasks connected to those projects (this works fine), my problem is i cant create a table of team members who are on the base using the information from who has access to the base and then group by owners to show what projects they own.

I have done this in a hacky way but it seems it doesn't update when i add new projects so thinking if there's other ways of doing this

2 replies

Mike_AutomaticN
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Hey @lmpk!

The following instructions should get the trick done:
1. Create Users table
2. Create default basic corresponding fields on Users table (e.g. First Name; Last Name; etc.)
3. Create Users field on User table. Please note that this field is of field type User.

4. Create a Projects field on the Users table. Note that this should be a Linked field to the Projects table. (assuming that you actually want to link Users to Projects rather than Users to Tasks)

This is the structure that you should have by now:

Now, if you go to the Projects table, and you group by User, you will be able to have the desired grouping.

 



Note that the above grouping is not making reference to the Airtable USER quite yet. If you'd like to include that, you can create a new field (of Field Type: Lookup) on the Projects table, which looks up the User field from the Users table. Now you could do get the grouping done based on such lookup rather than based on the linked record field.

I hope this was not too messy to follow!

If you'd like to go through it on a brief call, please feel free to schedule a call using this link and I'd be happy to help you out.

Mike, Consultant @ Automatic Nation

L
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  • lmpk
  • Author
  • New Participant
  • January 7, 2025

Hey @lmpk!

The following instructions should get the trick done:
1. Create Users table
2. Create default basic corresponding fields on Users table (e.g. First Name; Last Name; etc.)
3. Create Users field on User table. Please note that this field is of field type User.

4. Create a Projects field on the Users table. Note that this should be a Linked field to the Projects table. (assuming that you actually want to link Users to Projects rather than Users to Tasks)

This is the structure that you should have by now:

Now, if you go to the Projects table, and you group by User, you will be able to have the desired grouping.

 



Note that the above grouping is not making reference to the Airtable USER quite yet. If you'd like to include that, you can create a new field (of Field Type: Lookup) on the Projects table, which looks up the User field from the Users table. Now you could do get the grouping done based on such lookup rather than based on the linked record field.

I hope this was not too messy to follow!

If you'd like to go through it on a brief call, please feel free to schedule a call using this link and I'd be happy to help you out.

Mike, Consultant @ Automatic Nation


hmmm i tried this but not sure, its not populating all the projects owned by the user. 

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