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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a centralized database of customers which contains the products they purchase from us to manufacture a given item.

We call it a customer program. It also contains a portal for call activity.

We have several sales reps that are assigned to these customer programs. I need to set up individual privacy for the sales reps. 

 

So far I've set it up using Auto Name = Get ( AccountName ) in the security set up. It does limit access but I'd like it to omit all other records from view in stead of displaying "Access Limited". Any thoughts?

Posted

Simply do a search on some value known to exist, e.g. the primary key of the record, and FileMAker Pro will automatically remove from the results any record to which the user lacks access.

 

Steven

This topic is 4096 days old. Please don't post here. Open a new topic instead.

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