Hello everyone ! I hope someone will help me with what I thought was a basic Cross-docs setup :slight_smile: I am trying to create personal docs for different people by importing their data from a master doc using Cross-doc. Here’s a typical use-case: Master Doc contains a table referencing peopl…

[image] Khalil_Z: People.Contains(User()) would you mind trying People.ToText().Contains(User().ToText()) i did not test it, it is a guess. cheers, christiaan

Hi Christiaan, Unfortunately the same thing happens when I try your method : the filter works in the preview (showing only the current user’s info), but the sync table shows no records. I don’t think this issue has been raised anywhere: is this because User() is not supported with Cross-doc by des…

It would be a dream come true for many if that worked. I can’t tell you exactly why it doesn’t work, but that’s the reason you can’t use Coda for Client Portals at scale, you have to create one doc for each one of them manually and set up cross doc accordingly. But you are totally right, the previe…

thanks for the feedback you may consider to add a column (manual) tot the sync table in the target doc and show in tha t column the email address of the user via a formula, then you can set a table filter on user().email.contains(thisrowuserEmail) . with this suggeston I am out of option and as pa…

[image] Pablo_DV: It would be a dream come true for many if that worked. I can’t tell you exactly why it doesn’t work, but that’s the reason you can’t use Coda for Client Portals at scale, you have to create one doc for each one of them manually and set up cross doc accordingly. Ouch… I wasn’…

hi @Khalil_Z , indeed one would expect this kind of filter to work before the data is send to the target doc, good point to raise this issue, certainly since you are representing an enterprise client. please keep us posted on any follow up may there be one! Cheers, Christiaan

Hi @Khalil_Z If each user has its own Doc, then you should use a canvas variable with the user name (hard-coded) and use that variable in your formula. You make copies of the Doc and change the user name in each copy. If the number of users is low , this is “manageable” but not ideal. Imagine you w…

I have tried something similar and found that any value specific to a user will not work in a cross-doc sync filter. What I had tried was to use a value from a personal control in the filter and that didn’t work. My guess was that the sync is executed server-side and so doesn’t have any information …

Thank you @Pauline_Daniel , @Jean_Marc_Dieu and @Christiaan_Huizer ! I submitted a ticket and will let you know what happens next. @Paul_Danyliuk I would be very grateful if you have any tips on how to “Cross doc sync” current user info from a master doc into : a single doc that only shows the cur…

Cross-doc sync filter : is it possible to only import rows of current user?

Superhuman Ask the Community

Jean_Marc_Dieu October 15, 2025, 8:01pm 10

For example: Critical security issue - user filter bypass via avatar feature (PLEASE FIX THIS FINALLY - BEFORE PHASE 3!) - #2 by Joscha_Filius

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Cross-doc sync filter : is it possible to only import rows of current user?

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