4 Replies Latest reply on Jul 18, 2017 9:40 AM by macsavers

    Record level security

    macsavers

      I want to restrict which records someone can see. I know I can restrict tables and the like, but I have a client with records in an existing database and each one has an account type attached to it. They want to restrict some people from seeing some accounts.

       

      Anyone know of a simple way to keep certain records hidden? I don't even want them read, but they have to be able to use the same table with records that they should see.

        • 1. Re: Record level security
          mikebeargie

          Privilege sets can filter down to the record level as well. It's covered in FileMaker's documentation:

          Editing record access privileges

           

          Specifically you are looking for:

          Entering a formula for limiting access on a record-by-record basis

          2 of 2 people found this helpful
          • 2. Re: Record level security
            fitch

            In the options for the user's privilege set, you can set custom privileges for any table. View/edit/delete can be limited by a calculation such as:

             

            AccountType = "customer" or AccountType = "prospect"

             

            Does that help?

            2 of 2 people found this helpful
            • 3. Re: Record level security
              philmodjunk

              And there are generally two parts to this method:

              1) setting up RLA as described above

              2) setting up the UI so that the user's don't normally try to view forbidden records only to get error messages or "Access Denied" screens.

               

              Some tricks for #2:

              Any find performed by user or script automatically omits forbidden records. So performing a find that should find all records when the user opens the file or enters a layout will actually find only permitted records.

               

              Custom menus can be set up that either remove "Show All" and "Show Omitted" from the records menu or replace them with scripts that only bring up permitted records.

              1 of 1 people found this helpful
              • 4. Re: Record level security
                macsavers

                I want to thank all of you for your help. It's been invaluable. I've done a lot of FMP databases, but security has always been low on the need scale, so I don't do it often enough.

                 

                Thanks again! Great community as always!