Difference between revisions of "Visibility Controls"

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Visibility controls are an extension of [[Data Access Permissions]] that make a user's data available to other users.  
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]].  


==About the Visibility Controls==
:{| border="1" cellpadding="5" cellspacing="1"
Visibility controls are available for the following elements in the platform:
! Item !! Control
:* [[Applications]]
:* [[Documents]]
::* All file types, including Photos)
::* A Public flag option creates a URL that can be accessed by anyone, without having to log in first
:: - [[Folders#About_Document_Folders|Document Folders]]
::* Including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
:* [[Home Page]]
:* [[Notes]]
:* [[Folders#About_Report_Folders|Report Folders]] 
:* [[Views and Reports]]


{{:Visibility}}
|-
| [[Application]] || Use the [[Application Access]] settings


==Visibility Control and Sharing==
|-
{{:Visibility Control and Sharing}}
| [[Dashboard]] 
|
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
| [[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
 
|-
| [[Report]]
|
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
| [[Report Folder]] || Specify [[Folder Visibility]]
 
|-
| [[View]]
|
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
| [[Field]]
|
* [[Fields#Field Visibility]] (field setting)
* [[Forms#Fields and Field Attributes]] (form setting)
* [[Forms#Layout Rules]] (conditional form setting)
|}

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