SharePoint Lists: Is there a way to create a view that changes depending on who's using it?

Question

I've created a SharePoint list for a client to use with their team to track a couple hundred objectives. We'd like each team member to have a view that allows them to quickly see only the objectives assigned to them. However, I'm not sure most of them have the mental bandwidth to learn how to filter on a column in a SharePoint list.

I think my client would be delighted if we could create a view that filters the "Assigned" column depending on the person using the view. Let's call it, "Assigned to you view."

So, if Noor is accessing the SharePoint list, and she switches to the "Assigned to you view," SharePoint automatically filters the "Assigned" column using Noor's name as the filtered value, with the result that the only objectives visible are the ones for which Noor is named in the "Assigned" column.

Now, at the same time, Varese is also accessing the same SharePoint list, and he also switches to the "Assigned to you view." For him, SharePoint automatically filters the "Assigned" column using his name as the filtered value, so the only objectives he now sees are the ones for which his name is included in the "Assigned" column.

Is anything like this possible with SharePoint lists?

Thank you, from someone who barely knows the difference between the easy and the impossible when it comes to computers.

Answer 1

Hi Nathan,

Thanks for using Microsoft products and posting in the community, I'm glad to offer help.

According to your description, I can understand that you want to show/hide certain list items based on the current logged in user account.

In your case, since the default "All items" view will display all items, please first click on the gear icon in the upper-right corner  > List settings > scroll down to create a new "Standard View" and set it as a "Personal View" so that only you can see all the items, and then delete the default "All items" view.

 

Then follow the steps below to create a new "Standard View" to configure to show/hide certain items based on current logged in user:

1.    Enter the view name and set it as a "Public View" and the default view.

 

2.    Scroll down to add a following filter, set the value as [Me], please note that the "Assign to" column is a "Person" type column:

 

3.    Save the view.

The following pictures are what different users see when logging in:

 

Hope the above suggestion can be helpful, and please feel free to let me know if you have any concerns, I'll continue to help you.

Best Regards,

Arck

Answer 2

Hi Arck,

I encountered a problem when I tried the solution. Before I delete the default "All Items" view, I have to make "All items view" as default, but the "All items view" was created as "personal views" which could not be set as default... could you help me again? thanks a lot...

Answer 3

That's perfect! Thank you! Serves me right for not exploring my tools to see what they can do. I don't know how many times I've scrolled right by that exact option while never taking a look at it.