3 Replies Latest reply on Jan 7, 2014 10:13 AM by philmodjunk

    Radio Buttons Limited to Named Users

    RobertMoss

      Title

      Radio Buttons Limited to Named Users

      Post

           Hello,

           I am currently designing a database to keep track of order and invoice approvals. My intention is to design a system where each manager (sales, legal, accounting, etc.), can log in and approve each order themselves. However, I would like to limit the ability of each user to only click on their respective radio button, and not be able to edit other people's approval field.

           Is there any way of telling Filemaker to limit each user to his/her respective approval radio button?

        • 1. Re: Radio Buttons Limited to Named Users
          philmodjunk

               If they can only approve "their" invoices, will there ever be a case where they might need to edit any other fields on an invoice that isn't "theirs"?

               If you can make this work by locking them out of editing any part of the record when it isn't theirs, you can set this up with Privilege Set options specified for their account.

               See "Editing record access privileges" in FileMaker Help and check out this particular sub section: "Entering a formula for limiting access on a record-by-record basis" for a description of how to set this up.

               If they need to be able to edit other fields in the record, just not this approval field for records that aren't theirs. Let me know as it's still possible but the options for doing so are more complicated.

          • 2. Re: Radio Buttons Limited to Named Users
            RobertMoss

                 This wouldn't necessarily be on a "record-by-record" basis. For example, a single record represents a single sale. Within that sale, the legal department, the accounting department, and the technical area must all approve the invoicing and the order. Therefore, I'd like each area to only be able to select the radio button specified for them, and not be able to edit/delete other radio buttons. 

                 This is to ensure that certain areas are not approving other people's radio buttons to "accelerate" the process.

            • 3. Re: Radio Buttons Limited to Named Users
              philmodjunk

                   I'd set up a table of related records in a portal for the approvals. One record for each approving entity. Then the record level access control method that I described earlier can be used to limit their ability to edit records in this related table to only the ones you want them to be able to edit.