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Securityrole based on specific record. RRS feed

  • Question

  • Hi 

    We need to find a way to achieve the following functionality.

    All users in the system should be able to see each others records. (totaly ootb) 

    Now to the problem. 

    If the owner of a record sets a value on a field to "secret record" etc.  Then Only the owner should be able to read, and write in the specific record. 



    does anyone have a suggestion for how to solve that? 

    Thank u. 

    Friday, March 14, 2014 2:28 PM

All replies

  • Hi,

    You can use Business rule in this case for a form.

    First business rule for the users other than the owner stating if the value of specific field is set to "secret record" then make the required fields set to invisible. 

    CONDITION: 1) Specific user = "select all users except the owner"  2) Value of specific field = "secret record".

    ACTION: Set specific fields to invisible

    **********************************************************

    Second business rule for the same users other than the owner stating if the value of specific field is not set to "secret record" then make the required fields set to visible. 

    CONDITION: 1) Specific user = "select all users except the owner"  2) Value of specific field != "secret record".

    ACTION: Set specific fields to visible

    Saturday, March 15, 2014 6:06 AM
  • Thank  you! 

    The problem is though, the records and fields can still be found and viewed in advanced find. 

    Monday, March 17, 2014 8:20 AM