Could someone explain how roles and readers fields interact to provide security?
I have to accomplish the following:
1. Form is completed and saved and cannot be viewed again by the author.
2. There are authors in 4 sites.
3. For each author, and within the respective sites, there is a hierarchy of team leads, managers, site leaders etc. that need to see views that reflect counts of the forms filled out in their areas of responsibility.
4. I have a lookup view that ties each author to all of the relevant relationships. There are hidden computed when composed fields that bring those releationships in to each document (however they are not the full cannon name, I think I saw somewhere it needs to be that - I'll fix it)
I am thinking this can be done by some kind of if statement in the readers field - can that be done? Then when the user looks at the view, will they only see totals for the documents they are allowed to read? Would roles help somehow?
I just don't understand how roles and readers work together.
If my concept is doable, can you help me with the if... it needs to chain about 5 conditions, for team lead, manager, site chief, and ceo.