Custom Object Directories: How to limit a front-end list page to logged-in constituents' related records
What is a front-end list?
You can think of a front-end list page as a directory of custom objects, similar to our membership directory feature. Each front-end list has a URL that can be either public or limited to logged-in constituents.
There are also back-end lists, which is the list page you see as an admin in Neon CRM, typically added to your top navigation and to account page related lists. Be sure you are working with a front-end list for this task, below the back-end list in the custom object settings page.
How to limit a front-end list page to logged-in constituents' records
You may want to limit the list page so that logged-in constituents only see records that are related to them. For example, imagine that you have created a custom object to store information about pets that your constituents have adopted. You might want to show the entire list publicly, if you're honoring pet adopters publicly. But, if you wanted to include pet health information or other detailed data, you may want pet owners to see a directory of only their adopted pets, instead of all pets.
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Navigate to Global Settings > Custom Objects > Click into the object > Front-End List Layout > Add List Layout (make sure the custom object is deactivated to allow this edit)
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Give this layout a Layout Name (you can have multiple list layouts per object)
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To require a login simply leave the Public checkbox un-checked under the Layout Name
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Select your filters / search objects and columns in the List Layout Settings if you have not already
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Scroll to the bottom under Lookup Filter, click Add Criterion
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Click the magnifying glass on the lookup field on the left side of the Lookup Filter settings
7. On the Select Field menu, select the account field you want to limit the list for. In the sub-menu on the third column to the right, select Account ID and Insert Token.
8. Select the second magnifying glass on the right in the Lookup Filter settings
9. In the Select Field menu, in the left most column choose Dynamic Values. On the second column choose “Current logged-in user account ID” and Insert Token.
10. Scroll back to the top right and Save