1 Reply Latest reply on Jul 5, 2010 4:09 PM by philmodjunk

    SEGMENT RECORDS BY AGENT

    lynton

      Title

      SEGMENT RECORDS BY AGENT

      Post

      I have a database of about 500 records, & 5 agents, each agent has appr. 100 records assigned to them each. - How can I set it up to where when an agent logs in, they only can see the records that have been assigned to them.

        • 1. Re: SEGMENT RECORDS BY AGENT
          philmodjunk

          Assuming you have a field in each record that identifies the agent that "owns" the record, you can set up account and privilege settings to limit their access to just those records that belong to them.

          Look up "Editing record access privileges" in Filemaker's Help system and pay special attention to the subsection titled:  "Entering a formula for limiting access on a record-by-record basis"

          You can make this set up a touch friendlier if you write a script that uses a function such as Get ( AccountName ) to identify the user and find all records that belong to them. You can use File Options in the File menu to set this script to run each time the file is opened.