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Claris Engage 2025 - March 25-26 Austin Texas ×

Restricting records by a layout


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Posted

Is there a way to restrict the records that are viewable in a layout based upon set criteria? For example, if I have a table that contains records which contain an employee's ID number that correlates to specific transactions, so that when the employee navigates to a "My Transactions" layout that the only records that can be browsed are the ones that relate to that employee. I know I can set general limits on records based upon privelege sets but that leaves the "<No Access>" in the unavailable records, I would prefer those records to just not be shown.

Or, is there a way to make a script atuo-execute upon navigating to a specific layout?

  • 1 month later...
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Posted

I was wondering the exact same thing. Does anyone have any suggestions?

What I'm doing now to overcome this is use buttons to go from layout to layout, and have the button perform a script: Perform Find [], Go To Layout [].

This will work for now, but if anyone wants to use the find feature, I have to make sure they 'Constrain Found Set.'

Posted

The script to navigate to a specific layout could contain an If (GetAccount) <> something, then Exit (or not transfer to that specific layout or go to another which doesn't have the proprietary information). You could add a Custom Dialog explaining the disallowance.

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