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danna3499
September 21, 2022
Question

Record security by field and user

  • September 21, 2022
  • 12 replies
  • 0 views

I have a read-only grid with the following data (image below)
Currently all my users can see all the data
In my case, i want "User1" should be able to see just "Vendor1" in vendor_selected column, "User2" should be able to see just "Vendor2",....etc.
How can I do that?

12 replies

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deepakg681722
September 21, 2022

for this, you have to use filters while query the record.

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danna3499Author
September 21, 2022

how?

can you help me with the basic steps or expression example ?

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deepakg681722
September 21, 2022

Configure a source filter and make the value as an expression and in that you can provide the value based on your logic and field will be vendorName. For vedorName based on user name you can create a decision table for the user and vendor mapping and use that decision table to get the vendor name which you have to show to them. Also, by using the Security you can achieve.

harshitb6843
harshitb6843
September 21, 2022

You should use the record level security here. 
docs.appian.com/.../record-level-security.html

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danna3499Author
September 22, 2022

thanks it works now

mohank0008
mohank0008
September 21, 2022

A New security rule needs to be created In order to achieve your case,

Here, I am explaining you with the sample record Type ZMS_KMR_Request

In place of requestedBy, you should use the Vendedor_Selected field

Hope you got the answer

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danna3499Author
September 21, 2022

Hi Mohan

For "User found in fields" I do not have a field where users are registered.

The column "Vendor Selected" field is text type and in come from a dropdown

mohank0008
mohank0008
September 21, 2022

Then you should create security expresion in record level security

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