Is there any way to restrict access to certain views to the User who created the record?
I would like to use Page Rules to hide certain views to everyone other than the record creator (and selected User Roles), but there doesn’t seem to be any option to do this using the “Logged-In User” option.
The goal of this is to only allow the record creator edit access, but others to have view access.
When you first set the grid you should be able to say only show the records connected to …
Craig
Hi,
Thanks for the reply.
I understand how to restrict “Records".
I am wanting to hide a “View”.
Sorry I misunderstood. I’m fairly certain that you can’t restrict a view like that. You can hide a view based on a record creators User Role but I don’t think you can hide a view based on a field equalling the logged in user.
You could achieve this by using a mixture of the 2. You could have 2 views:
1. Would only show records that the record creator could edit.
2. Would show all records to only certain roles that can edit.
The other option would be to use code. I’m not quite sure I understand fully what you are trying to achieve but I’d be happy to help with a bit more info.
Craig
Hi @Craig_Anderson, there is no way to do this without custom code in the way you’re seeking. Your simplest option would be to have a separate way for the record creator to access the edit form.
For example, you have a page called Invoices. On this page you have two tables of Invoice records. One is called “Your Invoices” and one is called “All Invoices”.
The “Your Invoices” table only shows those invoices that the user created. Only this table has a link to the edit invoice page.
This may not be an ideal solution, however, it is an easy implementation and doesn’t require any custom code.
Thanks Craig/Ivan. I’ll have a play with this option and might pm you if I need help further.