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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am pretty new to FM & need some help. I am building a simple CRM system for a client and want to have a field where users can add private notes (called Jim on 20 October etc) , ie data that is only visible to that specific user. Database is hosted on a filemaker server and will be accessed via instant web publishing. I guess this is a simple thing but so am I :)

Posted

Hi Steven. It was me - I must have screwed up somewhere navigating around the forum. :

Who might you be? You're not the Original Poster who was seeking Record Level Access. There isn't field level access based on a specific user, although I have often been tempted to try to invent such a thing. Thre are probably a couple of workaround ways to do this; however, they are likely real kludges.

Still trying to address this issue - I can get as far as auto entering the current user name but thats about it. To be clear then, I want the data in one field on my table to only be visible and editable by the user who entered it; when he goes back there his data is visible, when I go there I see my data etc.

I must get myself some training! Many thanks and big respect to your super brain :

Posted

if the info is stored in another table say 'contact history' with a stamp for which user made it....

then create a portal which is filtered to show only data for that user?

thats how i'd do it. dont know the calculation off the top of my head

Posted

scratch the previous nub like comment.

please find attached a woking contacts records thingy.

made it myself : its all about the button.

I was logged in as 'Admin' when i created the record and when i searched for my results.

hope u read this in time!

>>>>SEE HERE: http://fmforums.com/forum/showpost.php?post/226456/

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