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Answered

Disable advanced filter

Posted on by 22

In the system, the distinction is made on the basis of views indicating "Current User"

However, it turned out that using an extended filter, you can get around and view all the records, including other people's users. How can this be destroyed or fixed?

  • netRunner Profile Picture
    netRunner 22 on at
    RE: Disable advanced filter

    No. This is how it is configured now, for all system views.

    You need to make an exception for one view (display all records, even if not the owner)

  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,582 on at
    RE: Disable advanced filter

    You can utilize Team's concept here if you would like to see certain records which you are not the owner of it.

    Refer here for https://vjcity.blogspot.com/2020/05/security-and-access-permission-in.html

  • netRunner Profile Picture
    netRunner 22 on at
    RE: Disable advanced filter

    Thanks for the solution, everything works great!

    Now, how can you do something so that in a certain system view the user can see the entire list, and even see those records of which he is not the owner?

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User on at
    RE: Disable advanced filter

    HI,

    In my CRM, I have two user one is system administrator(Demo User) and other is sales person(Pradeep Gupta).

    For demonstration, I have created one custom entity names as Employee and added in CRM Sitemap.

    And from security access side, sales person have user level access to Employee entity as shown below:

    pastedimage1640079071035v1.png

    Now, when salesperson logged in and go to employee entity then he can see only those where owner is equal to salesperson user.

    And even if he tries to add filter condition he will not see other user records as shown below:

    Filter condition:
    pastedimage1640079228753v2.png
    Result:
    pastedimage1640079272742v3.png

    Hope this helps.

    Thanks,
    Pradeep.
     

  • netRunner Profile Picture
    netRunner 22 on at
    RE: Disable advanced filter

    D60B38F9_2D00_2A2C_2D00_4AA1_2D00_B96D_2D00_57D8E94F2326.jpeg
    9679C0F7_2D00_10D2_2D00_490C_2D00_9FC7_2D00_7B5AD2230B9D.jpeg

    BBF12000_2D00_B0B2_2D00_49A3_2D00_B5CD_2D00_6FDBEBEB2901.jpeg

  • netRunner Profile Picture
    netRunner 22 on at
    RE: Disable advanced filter

    Yes, it is now that now is configured through system ideas.

    However, the user goes through this using an extended filter (removing the option equal to the current user)

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User on at
    RE: Disable advanced filter

    HI,

    You mean, Display only those records where logged-in user is set as owner?

  • netRunner Profile Picture
    netRunner 22 on at
    RE: Disable advanced filter

    How to do it?

    By default, the user must see only the records in which it is indicated as a responsible person.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User on at
    RE: Disable advanced filter

    HI,

    If we setup the security roles properly then user will see records based on applied security roles.

    Thanks,
    Pradeep

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