npaadmin Posted April 18, 2007 Share Posted April 18, 2007 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, Link to comment Share on other sites More sharing options...
Steven H. Blackwell Posted April 18, 2007 Share Posted April 18, 2007 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 Link to comment Share on other sites More sharing options...
npaadmin Posted April 18, 2007 Author Share Posted April 18, 2007 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? Link to comment Share on other sites More sharing options...
Steven H. Blackwell Posted April 19, 2007 Share Posted April 19, 2007 Define Accounts & Privileges-->Privilege Set tab-->Edit (or new)-->Records-->Custom Privileges-->Set privileges--> View-->limited and enter the calculation. Steven Link to comment Share on other sites More sharing options...
npaadmin Posted April 30, 2007 Author Share Posted April 30, 2007 I was able to do this by using ( Active ) ≠ "no" Thanks for the tips. It's working perfectly. Link to comment Share on other sites More sharing options...
Steven H. Blackwell Posted April 30, 2007 Share Posted April 30, 2007 For text values, I'd recommend using the Exact function instead of the = operator. Steven Link to comment Share on other sites More sharing options...
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