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Claris Engage 2025 - March 25-26 Austin Texas ×

Changing account privledge prevents searches??


This topic is 6994 days old. Please don't post here. Open a new topic instead.

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  • Newbies
Posted

Sorry, I'm cross posting this from the portals forum because I just realized this is probably the correct category :

Hi, I'm new to the board so hopefully I'm following any established protocol but I have a problem that's stumping me and I'm hoping someone can offer some insight.

My company runs a web portal so that sales reps around the country can search for data we've assigned to their user name through our website. When defining the users account priveledges I have set everything up correctly except for 1 fact.

Within the record priveledge set, if I set 1 of the tables to limit instead of all, the users will still be able to access their information in the database, but when they try to perform a search they get the error:

No Records Found: No records were found in the database "leads" for the find you specified.

This happens when searching any field within the database. If I then set the priveledge to "all" the sales reps can perform the search, however they also have access to all the other reps information as well.

The limit I'm placing on the priveldge is

Sales Rep (one of the field names) = Get (UserName)

Which is correctly limiting a reps ability to look at only leads assigned to his user name, but incorrectly limiting his ability to search for records that match his user name.

I hope this is clear. I've never used Filemaker before this and consequently don't know what information my or may not be pertinent. Thanks for any help you can offer.

Posted

My assumption is that every username is unique, and that you are trying to capture the name the user used to log into the database with.

If that is the case, you might want to set up your privelages like:

Sales Rep = Get(AccountName)

the Get(Username) gets the name that is entered in the FM preferences(Edit Menu, Preferences, Username Field). The Get(AccountName) gets the name of the account that the person used to log into the DB.

  • 2 weeks later...
  • Newbies
Posted

My assumption is that every username is unique, and that you are trying to capture the name the user used to log into the database with.

If that is the case, you might want to set up your privelages like:

Sales Rep = Get(AccountName)

the Get(Username) gets the name that is entered in the FM preferences(Edit Menu, Preferences, Username Field). The Get(AccountName) gets the name of the account that the person used to log into the DB.

That did indeed solve my problem. Thank you so much for your help.

This topic is 6994 days old. Please don't post here. Open a new topic instead.

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