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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

i figured out how to set up the access with groups and passwords.

i just have one problem. i set up a client account so they can only see 3 forms or layouts. i set it up so they can only create a record. and only see those 3 layouts. the problem now is that when they go to the next layout they would need to creat a new record everytime. when i gave them browse rights they could just scroll down their record so they would not have to creat a new record. but now they can see everyone elses records.

just to clear it up a bit i just have a group that can only access three layouts but not other records. but i need them to have free access to their whole record they themselves create.

can someone suggest something that would help me?

  • 2 weeks later...
Posted

Try this:

Create a new text field field called "created_by" and set it to auto-enter the user name of the person creating the record. Then, in the password dialog, you can set a conditional permission:

created_by = status(currentusername)

That should allow only the user (well, computer actually) who created the record to edit it.

Jeff

This topic is 7961 days old. Please don't post here. Open a new topic instead.

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