I have a question.
I’m new to privacy rules (it’s not easy to understand).
1*) I would like my admin and editor users to be able to see all the assigned "affaire" with all utilisateur assigné (admin, editor and representant).
2*) On the other hand, the "representant" user will only be able to see his own "affaire".
I don’t know if I should uncheck "utilisateur assigné" in privacy "affaire"?
How do I do this? in the RG search, but what should I enter? for 1* et 2*
Do I also need a condition or workflow?
Thanks
Mel
hi Mel if you don’t have a field of type User on your affaire data type, you should add one. once added, you should be able to do this with two privacy rules on the affaire data type.
Current User's Admin is yes or Current User's OS_Role_User is Editeur with view all fields, find this in searches, and view attached files selected - this will allow your admin and editor users to see all things of this data type.
Current User's OS_Role_User is Representant and This DB_Affaire's User is Current User with view all fields, find this in searches, and view attached files selected - this is assuming you have created a User field in your affaire data type! This means that any User with the Representant role will only be able to view this data type if they are the User on that database entry.
If the User on a database entry is a different user, or the User field is empty on a database entry, a Representant wouldn’t be able to view it.
A repeating group may still recognise that there is an entry, even if the end user can’t view it, so you will want to apply search parameters too (e.g. User = Current User).
Hi Greg,
Thanks for your reply
I checked my privacy rules and that’s what I’d done except add “and This DB_Affaire’s User is Current User” (you can see the printscreen I attached in my previous post).
I logged in as a “representative” and as an “admin” and I’m having problems, please see below:
Liam hood is my « representative
I want the user column for “Liam” to be displayed, but only the rows/cells that belong to him.
In this case, it doesn’t display the column
Mélissa is the "admin".
I would like all the rows/cells corresponding to the different users assigned to Melissa to be displayed.
But in this case it only displays its own assigned line/cell.
You can add a condition to the repeating group for when Current User's OS_Role_User is Editeur or Current User's Admin is yes which sets the data source to a search without the UtikisateurAssigne = Current User parameter. This should then show all the data entries to Admin/Editor colleagues.
Regarding Liam’s column not being displayed - I don’t see why this wouldn’t display. Perhaps it’s to do with the privacy rules on your User data type?