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Creating a view which only certain users can access and view

Last post 09-21-2009 08:58 AM by Hilary Stoupa. 3 replies.
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  • 09-19-2009 07:54 AM

    • Michael71
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    • Mclean, Virginia-USA
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    Creating a view which only certain users can access and view

    I have created another view. I want only certain users can access and view this view. Do I create user roles to accomplish this and how do I configure the roles. Please help?

     

    Mike

  • 09-20-2009 07:35 AM In reply to

    Re: Creating a view which only certain users can access and view

    You'll want to create user roles for this. You can add a button that will switch views and only display to users in certain roles, or you can switch views on form open if the user is in a certain role. Office Online has some great info on user roles and the order in which they are applied.

    Hilary Stoupa

  • 09-20-2009 08:03 AM In reply to

    • Michael71
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    • Joined on 10-07-2006
    • Mclean, Virginia-USA
    • Posts 283

    Re: Creating a view which only certain users can access and view

    Hi Hilary,

    I would  like to switch views(administrator view) on form open to a certain role which I already created and add a button for the person in that role to possibly go to the view to submit a form(another view). Can you get me started. Thanks.

  • 09-21-2009 08:58 AM In reply to

    Re: Creating a view which only certain users can access and view

    In your form open rules, add a rule with the condition that the user's role is the role you've already created. Then add the action to switch views to the view you wish. Make sure that view has the button you want that allows the user to switch to the Submit view. It is pretty straight forward -- is there a particular part of the logic you are having trouble with?

    Hilary Stoupa

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