Our requirement is to show all the record and report contents to a specific grou

Leela Venkata Vundavalli

A Score Level 2

over 10 years ago

Our requirement is to show all the record and report contents to a specific group of people (say admins), but all the other users outside of this group can see only requests raised by them. Can anybody please let me know the best way to achieve this and best practice?...

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0 Angad Walia
Appian Employee
over 10 years ago

The best way to implement this would be to build two separate Record Types - since they serve fundamentally different purposes.

By doing this you can configure the Record Type security to be tailored to whomever you like (say one for Admins and one for All Users)

You could even use the same SAIL rules - but the most important difference would be that the All Users Record Type should have a default filter that only shows records for that user.

Hope that helps!
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0 Angad Walia
Appian Employee
over 10 years ago

The best way to implement this would be to build two separate Record Types - since they serve fundamentally different purposes.

By doing this you can configure the Record Type security to be tailored to whomever you like (say one for Admins and one for All Users)

You could even use the same SAIL rules - but the most important difference would be that the All Users Record Type should have a default filter that only shows records for that user.

Hope that helps!
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