I'm trying to limit access to certain records by matching account info to field data. Any suggestions?
Let ( txt = LeftWords ( Event Field ; 1 ) ;
txt = Left ( Get ( accountName ) ; Length ( txt ) )
will permit access only if the first part of the account name matches the first word of the event field.
Note that this completely ignores both the district and level field as I see no way to use that data to control access from the example provided.
are you speaking of preventing the view of certain records, or modification?
Do you have a field with the account name (or a list of them) identifying who should be able to view or edit the record?
If access is to be limited to the person creating the record a text field that auto-enters the creators account name can be used.
From there, you can open manage security, select or create the users account and privilege set and set up custom privileges on their record access. There are different columns for different types of actions in these custom privileges. One controls who can view a given record. Another controls who can edit the record--which is why David asked for clarification on what type of access you are trying to limit here.
There are more details to be covered--including how to ensure that users aren't confronted with "no accsss" covered fields if you want to limit what records they can view, but this should at least get you pointed in the right direction.
Well, this is great information.
I have 2700+ records for 6 distinct music audition "events"- each of these events is an audition experience for hundreds of students.
The student data contains three fields which help me know which area and which level.
Across the three areas, we enter the scores for students using FM Pro and Go.
I'm looking for a way to restrict the people recording the scores to a certain area and level by matching their account name with the area and level information included in the student records.
Example: event field contains D10 MS BAND, District field =10, and the Level field = MS.
Account names for this set of auditions would contain D10 in the name-- D10input, D10tab, D10verify, etc.
I understand this process. Where does it go??? It would have to be "in front" of the records-- a new script? Or is it just added as an evaluation of the Event record??
Start with File>Manage>Security ... Privilege Sets tab>New. Select Records: Custom privileges ...
When you select this, the following screen shows ...
When you select "limited...", FM allows you to insert your calculation.
thank you to my responders. This WORKED!! I added the text limiter in the "view" section of the security area, and tested it and it was immediately successful.
Retrieving data ...