Hi, I am creating a Record Type. The requirement is like, in the proc

senthilar over 10 years ago

Hi,

I am creating a Record Type. The requirement is like, in the process a list of employees will be selected. Only those users selected in the process instance can view the Record for that process instance. I implemented a similar requirement by setting the default filter for the Record type. But in this case, the selectedEmployeesList is list of user datatype. I get an error when I set a default filter like

selectedEmployeesList includes loggedinuser()

Someone pls help.
...

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0 priyal.patel
Appian Employee
over 10 years ago

What kind of record are you using? Process backed or entity backed?
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0 senthilar over 10 years ago

Process Backed Record. (And we are on Appian 7.3)
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0 priyal.patel
Appian Employee
over 10 years ago

Process backed records use process security so you can use that to limit record view.

Just use the modify process instance security node to add all the folks that need to be added and make sure that no other people have access to this instance.
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0 senthilar over 10 years ago

Thank you much Priyal! That's how it should be. Works fine!
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