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Restricting Record Access

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Hi again,

I have a database we are using to track interviews. It consists of 15 interviewers who will be conducting 15-20 interviews each. We are tracking all aspects of the process from assignment through followup using web forms.

How do I restrict each interviewer to their records only. I've assigned each one a unique ID to be used as a password when logging in, but how can I restrict them to their own interviews only?

Ask.gif

are you using filemaker 7?

  • Author

Sorry, I forgot to give the specifics. No, I'm still using 6 on

Windows 2000. I've just learned CDML, I don't have the energy to learn a new program in order to switch to 7 just yet.

You'll want to limit record browsing, editing, deleting, using groups.

What you can do is create a group for each of the passwords. Then add a field to the database that auto-enters from the calculation status(currentgroups). This will tell you who created each record. You can use this field in the calculation limiting record access such that status(currentgroups) must equal the value in that auto-enter field for access to be granted.

If you are using the "Web Security" database you can use "Exact Match" for a field with the "Unique ID".

Then each user will only be able to access those records.

All the best.

Garry

Please update your profile to reflect your platform, operating system and version of FileMaker you are using. The link is in the box on the Left, just below your name/picture and is the word "profile" and is in blue.

Lee cool.gif

  • Author

Close, but no cigar! cool.gif Here's the first problem, which I should have outlined in my original post. I have two databases, one for the interviewers, and the other for the respondents--I have already established the records and entered the respondent information. What the interviewers will do is update the records with status reports, dates and comments.

Soooo, how do I incorporate the calculation status(currentgroups) when the record is already established?

Now for the 2nd, more puzzling problem. I have set up an administrative group for the project manager that allows her to monitor all of the interviewers and their progress whenever she likes. I then set up four more groups (there are 9 interviewers so far). Everything went well with the first 5, but from 6 on, when I get to the point of setting up the access rights, I click on the group name (as usual), then when I click on the password, the group reverts to the administrative group name instead of activating the password I want.

Am I doing something wrong, or is FMP limiting me to 5 groups? Violin.gif

  • Author

I figured out the group access thing. DUH!

Hi, Tucker!

I mentioned a ways back that restricting users to their own records could be a problem... I'm glad you found something that works for you. I abandoned FM for a project I was working on because I could not do that to my satisfaction. I didn't try Reed's group trick, but everything I could think of involved coding in the web pages, which can be bypassed by the FM-savy... haven't tried FM7 yet. Security is always relative, anway, though, eh?

Good goin'!

--ST

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