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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

THis should be easy but it is not looking easy, I want users to ONLY be able to view their records i.e. ones they create NOT ANY OTHERS.

How would I do this fairly easily, it does not do it out of the box I see.

Posted

See the other thread on Record Level Access. When the Account Name matches the value in a field set to auto enter the Account Name when the record is created, the user can see the record. Otherwise not.

Steven

This topic is 6164 days old. Please don't post here. Open a new topic instead.

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