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Re: Restrict the access to record

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Bharathy
4 - Data Explorer
4 - Data Explorer

I have two tables Properties list and Budget. In the Properties table, I have a user field that we can assign the property manager to that particular property and that manager is only able to view and edit the Budget(budget table) details belonging to the property.

But in budget table has many records of multiple properties detail. But that particular property manager should be able to view and edit Budget details belonging to that property. The rest of the details can be visible or hidden but should not be editable.
Is that possible?

2 Replies 2
Shannon_Bradley
7 - App Architect
7 - App Architect

I'm sure there are a lot of solutions, but the easiest might be using Interfaces. It is so simple to set up so that only the needed fields on the needed records are accessible by the assigned person. You can also streamline the look so that there is less "training" for new people. They just get an access page that looks like any other web form. There are a couple of videos that go over how Interfaces work if you haven't used them yet.

+1 for trying out an Interface for this