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Featured Replies

Question,

Is there a way to have a limited view for a certain privlege set based on a yes/no drop down menu?

Eg: Sales cannot see records that are tagged "No" in the "Active" field.

I have a calc set up for another department where users can ony see records that have assigned to.

Keeping our sales department from seeing inactive records is pretty important for us.

Thank You In Advance,

Fascinating. Yes, jsut set their privilege set so that they cannot see records where the value in the field is "No." This is done in the Define Acciunts & Privileges area.

Steven

  • Author

This I understand and I have gotten that far. I am not sure how to code it to say If field "Active" = no then users under this privlege set cannot view.

I have tried a few different things but nothing seems to be working for me.

Could you give me any direction as to go about doing this?

Define Accounts & Privileges-->Privilege Set tab-->Edit (or new)-->Records-->Custom Privileges-->Set privileges--> View-->limited and enter the calculation.

Steven

  • 2 weeks later...
  • Author

I was able to do this by using ( Active ) ≠ "no"

Thanks for the tips.

It's working perfectly.

For text values, I'd recommend using the Exact function instead of the = operator.

Steven

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