Default filters for section and detail records via no-code configuration
Hello Community!
The following are some common access related use cases that we have encountered in the past -
1. By default, filter and show only certain section records to certain Org/Func roles.
2. Filter detail records by a specific column and show only a subset of records to a certain Org/Func role.
As of now, applying default filters for section lists and details can only be done by writing code. There are cases where analysts are not comfortable with writing code and enabling these to be done via no-code configuration capabilities will be a value addition to them. This will also improve app maintainability and ease of modification when compared to writing code.
Do you like this idea?
Dear M Shrikanth,
We will register both propositions for the R&D team so they will consider possibility of adding or simplifying this functionality in future.
However, can you please specify why is it not convenient for you to set up access rights with record permission enabled for some section for each role needed?
In this way all users will be able to see only those records for which they have access rights granted.
It possibly can be a no-code solution for the first point stated in your idea.
Kind regards,
Roman
Roman Brown,
Hi Roman. Thank you for the response. The use case would be something like this -
A section contains a list of records with one column being country. These records are inserted programmatically and not manually. We have distinct organizational roles for each country. We need to display only those country records to users of those organizational roles.
If the above scenario can be handled via record permissions, Pls let me know. From what I read, record permissions are based on the record author. Follow up question -
Can I insert records programmatically (ESQ) as a user from a specific Org role? If Yes, then I could use record permissions to handle my use case.