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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have two tables.

Table 1=Customers

  1. pk_cust_id
  2. fk_rep_id
  3. first_name
  4. last_name

Table 2=Sales

  1. pk_sales_id
  2. fk_cust_id
  3. date
  4. sales

Relationship: Customers(pk_cust_id)-->Sales(fk_cust_id)

GOAL: In account and privileges, I would like to only have reps see only their records from both Customers Table and the Sales Table and .

CURRENT LAYOUT: Customer data with a portal showing the sales data.

So if I have the reps log in by their rep_id number, it works to stop the data being seen for the customer table. :yep:

But if the rep is on another reps fk_rep_id he can not see the data from the Customer Table :yep: , but can see the sales figure which is in the portal. (not good) :shocked:

MY SETUP: Setup is

  • Records-Custom Privileges
  • Layouts-All view only
  • Value List-All view only
  • Script-All executable only

UNDER RECORDS: CUSTOM PRIVILEGES

  • Field Access: Both tables are set to all
  • Edit, create, delete are set to Yes for Both Tables
  • View is set to limited in Customer Table and Yes in Sales Table

Limited in the Customer Table is set to Get (AccountName) = fk_rep_id in the account & privileges.

Any suggestion on how to limit the sales data from being seen?

Posted

Limit Sales the same way, Get (AccountName) = relatedCustomer::fk_rep_id

This topic is 4878 days old. Please don't post here. Open a new topic instead.

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