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Working with Privilege Sets

Question asked by ishulman on Jan 18, 2015
Latest reply on Jan 23, 2015 by ishulman


Working with Privilege Sets


I'm using Filemaker Pro 11 on a Mac and trying to create privilege sets for my group of users in a health services practice. None of them has any experience with Filemaker. I would like to achieve two outcomes. I'll discuss my progress & the challenges with each separately.

1. I want the name of the doctor who is logging in (the user) to be displayed in a welcome message once they log in. Using File Options, login triggers the script: Insert Current User Name [Select; Client Contacts 2008::User]. "User" is a text field, auto-entered, based on the calculation "User = Get(AccountName)".

The process works only when I (the sole person having full access) log in. Otherwise, it returns the result <No Access>

2. Once logged in, my users (the treating clinicians) get to a landing page that will ask them which patient records they want to access. I want my users to have the choice of a) entering the name of a specific patient into some form of search field or b) selecting the name of the patient they want from a list of all of their patients. I don't know how to create either the search tool or the list.

I've spent the last 3 hours going in circles reading various forum posts and Help topics, including, and "Entering a formula for limiting access on a record-by-record basis" and am confused.

I have created a Privilege Set called "Untrained Users" with privileges set as in the image below. When it comes to accessing records, the custom privileges are that "Untrained Users" can view (Yes), edit (Yes) and edit (All) fields, but cannot create or delete records.

Any assistance would be greatly appreciated. Thanks.