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January 19, 2024
Question

Record View security url

  • January 19, 2024
  • 5 replies
  • 0 views

A user has a direct URL to access a record view.

Which configuration(s) would allow the user this access?

  • A. A combination of user filters, source security, and record type security are required.
  • B. Source security is all that is required.
  • C. A combination of data source security, record type security, and default filler configuration (if it is set) are required.
  • D. Record Type security is all that is required.

5 replies

mikes0011
Brainy
January 19, 2024

Is this a test question?

Generally, different security settings for one thing all "stack" together - so any given user would need to satisfy all given security / viewership conditions in order to view something, whether that be a record view or a related action (etc).  Attempting to access a URL for something they don't actually have access to at one level or another, will generally result in an error message.

January 19, 2024

So i need a combination of data source security, record type security, and default filler configuration?

mikes0011
Brainy
January 19, 2024

I can't make any promises without going and checking what all layers of security apply to a Record View (off the top of my head these seem correct but i'm fuzzy) - but it's a reasonable answer.

mathieud0001
January 19, 2024

You need Source and Record security at a minimum to access the Record view. Whether they see any data on that Record depends on the source filters.

I would say C.

stefanhelzle0001
January 20, 2024

C