Personalize App Views

Topic

Have you ever wanted to share information with only the people who need to see it? Perhaps you have sensitive information that only some app users need to see? Or maybe you want to create a personalized view for each team member, so they only see the items that pertain to them?

Honeycode's personalization feature lets you manage what information is displayed to whom in mobile and web apps.

Steps

:hammer_and_wrench: Builder's tip: This article assumes you already have a table of data. Feel free to use your own or follow the example below by accessing the template: My Drive > Create Workbook > Use a template > Inventory Management.

  1. Start with a table of data you want shown in an app.

  2. If you haven't done so already, you'll need at least one column formatted as Contacts to create a personalized view. Select the column > click Formats > click Contact > click Apply.

When entering an individual into a column formatted as Contacts, their name and email address needs to be registered in Honeycode. You will know they are registered if:

  • They appear in the dropdown suggestion menu when you start typing their information.
  • They appear in the dropdown suggestion menu when you click the cell's chevron.

Please note that personalized app views will not be created for free-form email addresses.

  1. Populate the contact-formatted column(s) using the dropdown chevron or type in their name(s) or email address(es).

:lock: Security note: Though the app user may see only table rows that include them in a Contact formatted table column, data from all table rows is sent to the app user’s device.

  1. Go to Builder, and add a list. From the pop-up box, select the table (List source) and columns (Display) you want the app user to see. Make sure to include the Contact formatted column from steps 1-3.

:hammer_and_wrench: Builder's tip: We recommend using a Column list (great for web apps) or Stacked list (great for mobile apps).

  1. Select the list and find the personalization feature in the Properties panel, under the Data tab. Select the column(s) formatted as Contacts. When a list is personalized, a “person” icon appears in the list flag.

:hammer_and_wrench: Builder's tip: You may notice that non-Contact formatted columns appear in the personalization dropdown. This can be handy in the event you didn't already format the column as Contacts and want to go back and format it later.

  1. Success. You have now personalized your list. If you decide to personalize the list by multiple Contact formatted columns, “OR” logic is followed.

:hammer_and_wrench: Builder's tip: Selecting a column that includes you makes it easy to test that personalization is working; the table rows you are not listed in will not show up in the app.

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