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Difference between revisions of "Visibility Controls"

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Visibility controls are an extension of [[Role Based Access Permissions]] and determine whether User data is available to other users - whether records in objects are visible or hidden, and optionally, whether the User has rights to modify data.  
Visibility controls are specified by users, to specify who can access their data. These settings extend the privileges established by the standard [[Data Access Permissions]].  


This table outlines the controls that are available for the following elements in the platform.
:{| border="1" cellpadding="5" cellspacing="1"
! Item !! Control


{| border="1" cellpadding="5" cellspacing="0"
! Element
![[#Visibility|Visibility]]
!width="35%|[[#Visibility Control and Sharing|Visibility Control and Sharing]]
|-
|-
|[[Folders#About_Report_Folders|Report Folders]]||Yes|| 
| [[Application]] || Use the [[Application Access]] settings
 
|-
|-
|[[Views]]||Yes||
| [[Dashboard]]
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
|-
|[[Notes]]||Yes||
| [[Record]]  
|  
* [[Role Permissions]] determine which operations can be performed on object records, in general
* [[Record Level Visibility]] can be used to restrict visibility of individual records to a specific audience
 
|-
|-
|[[Applications]]||Yes||
| [[Report]]  
|-valign="top"
|  
|[[Documents]] (all file types, including Photos)||colspan=3|A Public flag option creates a URL that can be viewed by anyone (no account/login is required)
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
|-
|[[Folders#About_Document_Folders|Document Folders]]  
| [[Report Folder]] || Specify [[Folder Visibility]]
(Folders in the Documents object,
 
including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
|-
| [[View]]  
|  
|  
|Yes
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
|-
|[[Home Page]]|| ||Yes
| [[Field]]  
|  
* [[Fields#Field Visibility]] (field setting)
* [[Forms#Fields and Field Attributes]] (form setting)
* [[Forms#Layout Rules]] (conditional form setting)
|}
|}
==Visibility==
{{:Visibility}}
==Visibility Control and Sharing==
{{:Visibility Control and Sharing}}

Latest revision as of 23:03, 8 September 2015

Visibility controls are specified by users, to specify who can access their data. These settings extend the privileges established by the standard Data Access Permissions.

Item Control
Application Use the Application Access settings
Dashboard
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Record
Report
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Report Folder Specify Folder Visibility
View
  • Click the wrench icon WrenchIcon.png
  • Click [New] or [Edit]
  • Set Visibility options
Field
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