Hello,

 

I have a column called "Income" which contains sensitive information and is accessible based on multiple business rules and custom code. We realized that while this works on the form page, any user can add the column on the list page and get to see the values.

 

The column permissions using object permission will also not work because as mentioned above, the field is to be made visible based on multiple rules and custom logic.

 

Is there a way to prevent user from adding this column on the List page?

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We make detail (even if there will be only one record) with records permission for such cases

Vladimir Sokolov,

That is a great idea to be sure that this value is not pulled anywhere! As of current implementation for us, we would like to retain the field at the section level and are looking for ways by which the visibility can be controlled. 

I think, there has to be way for the rules on form page to reflect on the list page and in folders as well. In most cases, we hide the fields because it has information that need not be shown to some users and the platform unfortunately provides a way to by-pass this by letting users add the field on the list page.

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Hello!



How is it better to hide specific columns (from column setup in sections and details) in Partner Portal? 

I see two options now:

- use access rights by columns (columns still present, but are empty)

- deny Portal users to setup columns in sections and details (users still can get some information using filters)



Maybe there are more better options?



Thank you!

Vladimir

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Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Hi Vladimir,



We recommend hiding specific columns in the Partner Portal by the Section Wizard. 

Hi Bogdan,

we can hide columns only from the page (as far as I know), but these columns are still available in Column setup and filters, that :

1) allows client to see all internal infromation in the Portal

2) makes filter and column setup for them much more difficult (as they see all internal fields in the list)



Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

Thank you very much!

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in my case, I am trying to add a column to the account industry lookup. 

it should be filtered by selected Category.

 

 

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Hello Samiha, 

 

You cannot add any new columns here as it's a base object and located in a base locked system package. 



If you want to simply add more options to the account Industries lookup, you can do it directly in the Lookup section (System Designer - Lookups - Industries) :

Hope it clarifies!

Best regards,

Anastasiia

You need to create a replacing object and select "AccountIndustry" as the parent. Then you can add new columns to the lookup object. 

Ryan

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Dear mates,

i 'd like to modifiy a process named "ChangeOrder Société émettrice" in order to launch the process only if the order's company is changed.

In the process designer the custom column "Société émettrice" (UsrSocieteEmettrice) does not appear in the system designer:

 

Is it because the process is in another package which has not access to this column (the order objet is in the custom package).

Thank you !

Nicolas

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Hello Nicolas!



We have already registered the issue for our R&D team to fix this functionality in further releases. I will assign your case to this project in order to increase its priority. 

 

To solve this issue we recommend you generate the source code and compile the system.

 

Best regards, 

Anastasiia 

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