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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Just a simple one I hope

In Privileges what do I do to apply limited editing to a Priviledge Set?

I want to limit editing only to the records that a particular Account Name has created

I am a relative beginner and presumably I have to "specify a Calculation" in the dialog box that comes up when I click on Custom Record Privileges - Edit - limited

I just have no idea what the "calculation" should be - can anyone tell me what to type in the box

Cheers

Posted

You want to create a field in the database you want to limit, that is automatically filled with the Account name of the user who creates the record. Then you set up a calculation in the Privilege set where the user is limited to records where:

Get(AccountName) = CreationName

or

Get(UserName) = CreationName

where CreationName is the field which is filled with ether the User or Account name.

The trick is to land the user on a record they are able to view/edit at log in or entry to the file/table/layout. So some kind of find all by user name to start is helpful.

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