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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I want users to only have access to their specific records that they enter. I know that I need to define it as a custom privledge and using the Get (Username) flag, but Im not sure how to write the calculation. can anyone help? thanks, Ron

Posted

Ron there are two way to do this I think.

You can either create a custom priv set and set the priv set of the table to be accesses only when the username = a field that has a created by field.

It can be found under Priv Set --> Custom Priv set --> Limited on the table that you want.

The second way you can do this is to create a global calc field that stores the user's name. Then when the person goes to the layout with only his records, you can have it show only his related records (relationship gcUserName = RecordCreator). This way it will not show all the records, but only show the ones that he has created.

Posted

Thanks, But I think I need to take it one step further. I have a central dispatch file in which the dispatcher assigns reports to several different officers (users). So that even though the dispatcher is creating the report the privleges would need to be assigned to the person responsible for the report. What I need to do is somehow associate the person's name on the assiged report to the privleges that they will get. This way if an officer has a report assigned to him, only he can make changes to it.

Thanks, Ron

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