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May 08, 2024 09:08 AM
Hey All.
I have an interface setup and there are fields that I only want visible by certain users. There's a collab field with certain members assigned to the records. I thought this would limit the field based on just those collabs, however everyone can still see it, including me. The idea is for example, fields with Ed's name visibility is filtered by Ed, and Julie. They are the only ones that should see it. Any ideas?
May 08, 2024 09:50 AM
See "Option #2" on this post. I believe an Interface would be much more suitable for this use case than a view.
May 08, 2024 10:44 AM
I did build an interface, that screenshot is of an interface. The visibility option is for a specific field in the interface.
May 08, 2024 11:43 AM
May 08, 2024 03:16 PM
That's exactly what I did:
Close up of the field's Visibility settings. It doesn't work correctly, everyone can still see the fields.
May 08, 2024 03:19 PM
Setting to current user has a worse affect.Not even previewing as Ed doesn't show his field.
May 09, 2024 01:58 PM
I replicated this in a quick test.
After publishing it followed the rules and I think the issue is with the preview.
If I "View as" someone else it still doesn't show the field. But when I navigate to my user it works so I would expect it to work for the other user as well.
May 09, 2024 02:03 PM
Sadly, it's not working at all. I've tried other methods like creating separate collab fields, and then in the interface trying to assign the collab field as current user, but the collab field isn't available. Very frustrating for something so simple.
Aug 29, 2024 04:04 AM
Adding to this for visibility, as I'd love this functionality.
I'd like it more for an 'admin' view so certain users can see more buttons / info that could potentially be clicked by accident by a general user - Applying record templates, etc.