Difference between revisions of "Visibility Controls"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(29 intermediate revisions by the same user not shown)
Line 1: Line 1:
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 can be specified for:
! Item !! Control
:* [[???|Applications]]
 
:* Documents
|-
::* All file types, including Photos)
| [[Application]] || Use the [[Application Access]] settings
::* A Public flag option creates a URL that can be accessed by anyone, without having to log in first
 
:* [[Folder Visibility|Document Folders]]
|-
::* Including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
| [[Dashboard]] 
:* [[Visibility|Home Page]]
|
:* [[???|Notes]]
* Click the wrench icon [[File:WrenchIcon.png]]
:* [[Visibility|Reports]]
* Click '''[New]''' or '''[Edit]'''
:* [[Folder Visibility|Report Folders]]
* Set [[Visibility]] options
:* [[Visibility|Views]]
 
|-
| [[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