I have a Request System using an APDB. Travelers Request Travel for a project, then the Budget Holder for the project goes in an Reviews and approves the requests. How do I allow the Traveler to see their requests “only” but the Budget holder to be able to see their requests and anyone requesting …

Commonly, this might be handled by a security filter on the TravelRequests table. If the Project Name column of that table is a Ref to Projects, this might work: OR( (USEREMAIL() = [Traveler Email]), (USEREMAIL() = [Project Name].[Budget Holder]) ) If it is not a Ref, try this instead: OR( …

The First one Worked, I used the Projects Ref I had setup “Dept Code Long Name” Next question. How can I add the ability for “Admin” to see all Travel Requests and keep that Security Filter in place?

Like this: OR( ("Admin" = USEREROLE()), (USEREMAIL() = [Traveler Email]), (USEREMAIL() = [Project Name].[Budget Holder]) )

How would that look with this: OR( (USEREMAIL() = [Traveler Email]), ( USEREMAIL() = LOOKUP( [_THISROW].[Dept Code Short Name], “05 Projects”, “Project Short Name”, “Budget Holder” ) ) )

Like this: OR( (USEREMAIL() = [Traveler Email]), ( USEREMAIL() = LOOKUP( [_THISROW].[Dept Code Short Name], "05 Projects", "Project Short Name", "Budget Holder" ) ), ( "Admin" = LOOKUP( USEREMAIL(), "Employees", "Account", …

So, too keep bugging you.. I have tried on my own. I usually only ask as a last resort. We have The User seeing their info. We have the Budget holder seeing their info and the Budgets info We have have the Admin seeing all… I tried to do another lookup so that the BizOps Role could go in and jus…

This is what you did wrong. A security filter cannot access other rows of the table it’s being applied to. Explain what you’re trying to accomplish with this latest change.

First.. I sit here and refresh and never see your replies until much later after you post them. Weird. What I am trying to accomplish is… In Expense Reports Table. The Approval Process ends with a BizOps Review. Of the Expense Report Status’s I would like the Role - ‘BizOps’ to only see: “Awaiti…

This forum was poorly implemented by a team that was not sufficiently familiar with the complex framework. Now we’re stuck with it. After SuperAdmin I added:> > (> “BizOps”> = LOOKUP(> USEREMAIL(),> “08 Employees”,> “CANA Account”,> “Role”> )> ) The above should be fine, but the below is a prob…

Allow traveler to see their data and budget holders to see their users data

AppSheet AppSheet Q&A

CANA-IT January 22, 2025, 4:24pm 3

Let me try that… Thank you.

Topic		Replies	Views
Clarification with Security Filters AppSheet Q&A automation , expressions	26	33	August 23, 2020
Security Filters for different level of app users AppSheet Q&A admin	6	112	February 17, 2024
Trouble with the permissions so app use only see their data AppSheet Q&A expressions	12	303	August 10, 2025

Allow traveler to see their data and budget holders to see their users data

AI Suggested topics