Difference between revisions of "Visibility Controls"

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|-
|-
| [[Document Folder]]<br> (including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
| [[Dashboard]]   
| Specify [[Folder Visibility]]
 
|-
| [[Home Page]]   
|  
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click the wrench icon [[File:WrenchIcon.png]]
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|-
|-
| [[Notes|Note]]  
| [[Record]]  
|
|  
* Create or edit a note.
* [[Role Permissions]] determine which operations can be performed on object records, in general
* Set [[Visibility]] options
* [[Record Level Visibility]] can be used to restrict visibility of individual records to a specific audience
* Visible to everyone, by default.


|-
|-
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* Click '''[New]''' or '''[Edit]'''  
* Click '''[New]''' or '''[Edit]'''  
* Set [[Visibility]] options
* 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