3 Replies Latest reply on Jan 28, 2010 12:51 PM by ninja

    Privilege Set Name

    jeffd

      Title

      Privilege Set Name

      Post

      I'm a FMpro10 v3 user on an XP platform.

       

      Need some thoughts on how to set my editing records privileges with the following setup.

      I currently have a Privilege Set Name called "Athens".

      I have 3 account names that I assigned the "Athens" privilege set name to.

      I set the custom record editing for the 3 users as;

       

      ((PrivSetName = "Tadd Mitchell") or (PrivSetName = "Bill Mitchell")
      or (PrivSetName = "Shawn Toone")) and Status of Quote ≠ "Invoiced"

      where PrivSetName is an auto enter calculation set at Get(AccountName).

       

      The way I have this set, you can see that either one of these account names can get each other's records.

       

      What I really want to happen here is for "Bill Mitchell" to be authorized to edit records created by either and

      Tadd and Shawn to be able to edit only their own created records and not each others'.

       

      I hope I'm making myself some what clear. I need suggestions on how I can accomplish my concerns.

       

      Thanks

        • 1. Re: Privilege Set Name
          ninja
            

          Howdy,

           


          Jeff_D wrote:

          I'm a FMpro10 v3 user on an XP platform.

           

          Need some thoughts on how to set my editing records privileges with the following setup.

          I currently have a Privilege Set Name called "Athens".

           

          ((PrivSetName = "Tadd Mitchell") or (PrivSetName = "Bill Mitchell")
          or (PrivSetName = "Shawn Toone")) and Status of Quote ≠ "Invoiced"

          where PrivSetName is an auto enter calculation set at Get(AccountName).

           

          What I really want to happen here is for "Bill Mitchell" to be authorized to edit records created by either and

          Tadd and Shawn to be able to edit only their own created records and not each others'.

           


           

          I think you want to set your record access privileges by calculation according to AccountName rather than PrivSetName.

           

          Tadd can see when AccountName = Get(AccountName)

          Shawn can see when AccountName = Get(AccountName)

          Bill can see when AccountName = Get(AccountName) OR AccountName = "Shawn Toone" OR AccountName = "Tadd Mitchell"


          • 2. Re: Privilege Set Name
            jeffd
               Alright, I understand what you are saying but how do you write this in the clauclation?
            • 3. Re: Privilege Set Name
              ninja
                

              In Record Access Privileges:

               

              For Tadd and Shawn using Privilege Set "Athens user":

              AccountName = Get(AccountName) AND Status ≠ "Invoiced"

               

              For Bill using Privilege Set "Athens Mgr":

              (AccountName = "Tadd Mitchell" AND Status of Quote ≠ "Invoiced") OR

              (AccountName = "Bill Mitchell" AND Status of Quote ≠ "Invoiced") OR
              (PrivSetName = "Shawn Toone" AND Status of Quote ≠ "Invoiced")

               

              Assuming that you have only 3 folks in Athens, consider whether you have another field marking a record as originating from "Athens".  If so, Bill's "Athens Mgr" can simplify to:

               (SalesOffice = "Athens" AND Status of Quote ≠ "Invoiced") 

               

              If you follow the logic, you can use it for the other permutations that may arise.  Do you follow the logic?