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Need to filter visibility based on being only certain users


Sean_Lake1
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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?

 

 

 

8 replies

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  • 9 replies
  • May 8, 2024

See "Option #2" on this post. I believe an Interface would be much more suitable for this use case than a view. 


Sean_Lake1
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  • 100 replies
  • May 8, 2024

I did build an interface, that screenshot is of an interface. The visibility option is for a specific field in the interface.  


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  • Inspiring
  • 9 replies
  • May 8, 2024

Sorry for failing to use my eyes there. You're right.

So if for the element you're using to display the records, you change the condition to be:

-Where [Instructor Collaborator] has any of [Current User]

Would that have the desired effect?


Sean_Lake1
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  • May 8, 2024
Nyaruko wrote:

See "Option #2" on this post. I believe an Interface would be much more suitable for this use case than a view. 


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.

 


Sean_Lake1
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  • May 8, 2024
Nyaruko wrote:

Sorry for failing to use my eyes there. You're right.

So if for the element you're using to display the records, you change the condition to be:

-Where [Instructor Collaborator] has any of [Current User]

Would that have the desired effect?


Setting to current user has a worse affect.Not even previewing as Ed doesn't show his field.

 


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  • May 9, 2024
Sean_Lake1 wrote:

Setting to current user has a worse affect.Not even previewing as Ed doesn't show his field.

 


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.


Sean_Lake1
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  • May 9, 2024

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.

 

 


Coups
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  • 24 replies
  • August 29, 2024

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.


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