Hiding of Views segmented by field value (client, warehouse and so on)
Jon Darbyshire
Konstantin Skorodumov Would you want to be able to control this by specific users or could you control this at the team level. this would require adding a Team for each client. The reason I ask is that doing this at the Team level will be not performante than doing this at the user level - when there are 100's or 1000's of users that have permissions to an App.
Konstantin Skorodumov
Jon Darbyshire: Thank you, Jon, for your attention! The easiest way to control access is the Current user filter, but there are two "buts":
- I can not restrict a user to clear a filter in view like I'm able to do when sharing a View hiding a Toolbar (if Display toolbar = false).
- If I use Solution or App permissions I can choose Assignee, but he can not create new records. Also, when I choose Assignee, records are not available for other staff members from the same ABC company. If I choose Editor - he can view ALL records (including other companies).
I'll clarify what I'm trying to reach:
in one App "Invoices" there are invoices from 3 different companies (ABC, DEF, XYZ). Salesmen from all three companies (are users in SmartSuite) need to create, edit, and view only their records/invoices, accountants need to see ALL documents, but only by their company.
That's why I assume building a firewall between different Clients on the View level with a simple filter "company, where Current user is employee = company in the current record" could be the solution. Or just a set of Views with fixed Filters: separate for companies ABC, DEF, and XYZ. More companies we have - the more Views we create. But the only thing we don't have at the moment in SmartSuite - is a restriction to change pre-sets for a View (filter, grouping, sorting, etc).
It is in Shared view, but you can't modify records in this mode.
Anyway, Solution/App/field permissions are absolutely awesome features! Unfortunately, they do not allow splitting an Apps content by groups based on field value like Filter in Views does.
Is it possible to implement something solving this issue, Jon Darbyshire?
Hope I was clear enough, English isn't my mother tongue)
Thank you again for your attention and time!
Konstantin Skorodumov
It could be realized with a filter on Views, which could be set only by the Solution owner for example.