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Portal Records Security Privilege


pmehta
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I have a portal full of different types of addresses.

 

I want to set it that if the user who is logged in is a guest account, they can only see some of the records in the portal and not all of them.

 

Any help would be much appreciated.

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You do not indicate whether you are using the generic {Read Only Access] privilege set or whether you've duplicated it.  You cannot change rights on privilege sets in brackets.  So duplicate the [Read Only Access] privilege set then modify it by:

 

  1. Select Edit.
  2. Open Records where it shows it as custom privileges.  
  3. Select the portal table and, below where it shows Yes on View, pop that open and change it to Limited.  
  4. You will be presented with a calculation dialog.  You want to put a calculation here which evaluates to true for them to see the records.  An example ... if you want them to only see records with Status of "External" then it would be:

 

Status = "External"

 

You have not indicated which records should be hidden.  If you wish help on the specific calculation, let us know.

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This topic is 2932 days old. Please don't post here. Open a new topic instead.

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