[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 278
  • Last Modified:

Using roles to hide or show doc in a browser

Hi Guys

Something a little different

I have

1) form Item viewable only in Notes
2) form ItemViewer viewable only in Browser
3)view Forms viewable only in Browser
view Forms Selection formula SELECT Form = "Item" & Status = "Publish" & Type = "Form"
FormFormula is "Item Viewer"

What I am stuck on is not all forms are to be displayed to all employees. We are using Roles to limit this
The roles names match a checkbox field (Division) on the form Item

How do I limit certain documents within the browser
When the form is created I choose the Division say Petroleum and Calgary so that if you do not have that role(s) you will not see the form listed in the forms view in the browser

I have created groups in the ACL of the db and assigned the Roles
The Item form Default read is set to All readers and above in the properties
The Forms view Default read is set to All readers and above in the properties

I cannot seem to hide or show documents from those who need to see them or not see them

Any help appreciated

  • 2
2 Solutions
Easy.  Just assign the role to a reader names field.  Wtahc outt hat you don't lock out out legitimate ID's (e.g., the server, an administrator)... you can just assign them the role, assuming you don't use the role in code logic anywhere.
Does the user login to access the data ? If so then qwaletee's approach would work..

or you have to force login the user and use readers field with appropriate roles.

imjameswAuthor Commented:
Apparently they are using IIS to authenticate
So once you have logged into the network then you are not required to log in to the intranet
Then readers field would work.. Use @UserRoles in the readers field in addition to the admin role so that you (or admins ) are not locked out

Featured Post

Concerto's Cloud Advisory Services

Want to avoid the missteps to gaining all the benefits of the cloud? Learn more about the different assessment options from our Cloud Advisory team.

  • 2
Tackle projects and never again get stuck behind a technical roadblock.
Join Now