Jump to content
View in the app

A better way to browse. Learn more.

FMForums.com

A full-screen app on your home screen with push notifications, badges and more.

To install this app on iOS and iPadOS
  1. Tap the Share icon in Safari
  2. Scroll the menu and tap Add to Home Screen.
  3. Tap Add in the top-right corner.
To install this app on Android
  1. Tap the 3-dot menu (⋮) in the top-right corner of the browser.
  2. Tap Add to Home screen or Install app.
  3. Confirm by tapping Install.

Selective access to records

Featured Replies

I need to allow users access to a sub-set of my Patients-database based on the Status-field: status="active", any records with status="inactive" should be skipped.

I attempted to implement this with Priviledge sets and it works to a fashion, i.e. the user has no access to the records with status="inactive", but those inactive records still show up in all the reports and layouts with field-contents as "no access". How can I implement this so that it acts like a Find, making the records with status=Inactive totally invisible?

Thanks, Jos.

Edited by Guest

Just do a find on some field known to have the same value, e.g. record serial >0. It will return only those records the user is supposed to see, namely the active ones.

Steven

Or perhaps a find status="active" ...

;)

David

Or perhaps a find status="active" ...

Clearly. However, if you did a find on, for example, all records where the value in the country field was, for example, UK, then only those UK records that are active will return. The search process filters out the non-active records.

Steven

  • Author

Thanks, so what you are saying is don't bother with the Priviledge Sets, just implement using Find?

This of course also means that any user defined Finds will have to go through a Script to first Find "status-active" then Find within that the user specified Find.

Jos.

Jos--

Assuming that your reason for using the PSets is to limit access to certain records for security purposes, I'd keep the Privilege Sets implemented, since a scripted Find can always be superceded by another Find (or Show All). If it's just so that your users don't have to look at a bunch of irrelevant records, then PSets are probably not necessary.

Steven-- Thanks for the gentle suggestion on a streamlined way of combining a retrieval based on data content with one based on Privilege.

David

No. No. Keep the Privilege Set Record level Access restriction. The find will merely filter out the records. That's what you asked for originally, IIRC.

Steven

  • Author

Steve and David,

Thanks for your replies.

I see that with FM I need to:

1. use PSets as an absolute protection

2. use a Find-script at startup or login to restrict access to "Inactive" records.

3. catch any ShowAllRecord commands through CustomMenus and run the script as per 2 above to again restrict access.

Agreed that this is the one and most efficient way?

Thanks, Jos.

Sounds as if this is the best bet. Or jsut remove Show All from the menu and replace it with a script attached to a button.

Steven

Create an account or sign in to comment

Important Information

By using this site, you agree to our Terms of Use.

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.