Digital Life Posted December 8, 2010 Posted December 8, 2010 Here's what I want to be able to do. If I come upon a record that belongs to me ie) I'm the assigned sales rep, I can see all the fields from the Company table. If I come upon a record that is assigned to another rep, I can see the name of the company but not the address info. Is this possible to do in a privilege set? Or is it an all or nothing proposition. You can either see the record or you can't?
Keith LaMarre Posted December 8, 2010 Posted December 8, 2010 You can do this in a privilege set for certain.
Digital Life Posted December 8, 2010 Author Posted December 8, 2010 You can do this in a privilege set for certain. I can't see how. At the field level there is no place to make a calculation using the sales rep. The calculation exists at the record level and it allows you to view or not view the whole record.
Keith LaMarre Posted December 8, 2010 Posted December 8, 2010 I take it back - I will look at some old solutions - I thought that I did that... However, it can be done with conditional formatting - although this would require a bit more work. I am enclosing a file with a simple demo of this. There are 4 possible logins - all have no password - Admin, Jim Bliss, Keith LaMarre and Guest. Only the Admin can see everyone (on this layout!). I would probably follow this up with a script that only looks for records you can see - all of this is based on the Account - how you sign on - so it is related to security... I don't really like this but it would work in smaller situations - assuming theres not a lot of layouts that have to have "hidden" data. I take it back - I will look at some old solutions - I thought that I did that... However, it can be done with conditional formatting - although this would require a bit more work. I am enclosing a file with a simple demo of this. There are 4 possible logins - all have no password - Admin, Jim Bliss, Keith LaMarre and Guest. Only the Admin can see everyone (on this layout!). I would probably follow this up with a script that only looks for records you can see - all of this is based on the Account - how you sign on - so it is related to security... I don't really like this but it would work in smaller situations - assuming theres not a lot of layouts that have to have "hidden" data. Custom_Look.fp7.zip
David Mosedale Posted September 1, 2011 Posted September 1, 2011 This thread is a little old, but thought that I would add a couple of comments. This is something that I would also like to be able to do. I found this: http://www.databasepros.com/FMPro?-DB=resources.fp5&-lay=cgi&-format=list.html&-FIND=+&resource_id=DBPros000743 from John Osbourne, that enables you to do exactly what you want neatly. The problem with it is that it is quite a lot of work. I have many layouts with hundreds of fields - but want only one field visible to a particular privelege set. As far as I can see it the method does not work in reverse - that is you can hide every field you want hidden within a portal, but when you want to hide 250 and see 1, a method of doing this that works just on the one and not individually on the 250 would be useful...!
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