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Hello,
I have a custom employee table that has all the employee's information as below:
As you can see above the owner and the creator of the record are my account because I imported these data to the system using my own account.
What I am trying to achieve is the below:
I am trying to find a way to apply row-level security on the records to maintain the security and avoid any employee to see the other sensitive information of a different employee.
Some employees do not have an email ID and for those records, we can keep the creator of the record by a user that has admin access.
I know that we can set a custom security role and assign a permission user-level on the table for the records but as you can see I am the only creator so it will not work that way If I did this configuration.
I thought about a cloud flow that updates the created by field based on the email ID that we are providing in the form since some emails already exist in the user's table in O365 and have a valid license and in that case, it will work.
Maybe another option can be a JS that compares the current user email vs the E-mail field provided in the form and if it doesn't match it will hide the all the elements on the form
What do you think about the above approach? Is there any other good way to achieve this requirement?
Could you please provide an example in case the best option is JS?
Any help is highly appreciated.
Best regards,
Hi,
You should use plugin/cloud flow to update owner of the record based on Email address and then based on security role which is User level access other user will not be able to see other records.
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