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Never Used Field Level Security
Posted: 26 Dec 07 11:03 AM
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But now it has been requested that I make a number of the pick lists so users cannot change them. I already have a user type profile that owns the accounts and can see the fields and make then read only but the users can still change the value in the PL and save those changes to the DB. What am I doing wrong?  |
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Re: Never Used Field Level Security
Posted: 26 Dec 07 2:53 PM
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Field level security has nothing to do with Picklist security settings. When you go to manage a picklist you will see a set of checkboxes. So you can lock it down so users can not input new picklist / edit picklist items you need to check the box "Users can not edit items". If you want to make sure they only input items that are on the picklist you need to check the box "Text must match a list item".
Hope this helps. |
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Re: Never Used Field Level Security
Posted: 26 Dec 07 3:21 PM
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| I am not talking about changing items in the pick list but rather being able to select a different item in the list and saving that to the DB. Basically if the account manager is set to John doe for account xyz I do not want the users to be able to change that to Mary Smith! We have a number of pick lists for things such as the HW Rep, SW Rep, etc. that we set when we align the accounts. We want to lock down those so the average user cannot change those. Instead they create an activity for a designated person to update any that are mis aligned. |
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Re: Never Used Field Level Security
Posted: 27 Dec 07 7:33 AM
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Who owns the records (Accounts)?
If it's "everyone" then SalesLogix security will not work.
I'd suggest:
A - Make sure all accounts are owned by teams w/a R/W profile
B - Have the "primary" users be on the "owner" team
C - Add all the other users (ones you do not want to be able to change data) to a 2nd team and add that team to the 1st team w/RO privs.
or
Script it.
FYI.. The AccountManager is not a picklist.. it's a lookup.
--
RJLedger |
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Re: Never Used Field Level Security
Posted: 27 Dec 07 8:07 AM
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>>>The AccountManager is not a picklist.. it's a lookup.
You are right RJ. And I just realized that the controls in question are a mixture of lookups and pick lists.
I have a team CDI that is the owner of the accounts and is also the team the users that need to restricted are a member of.
So if I understand them I should remove the users from CDI and create XYZ (adding those users) with r/o to the fields in question then add XYZ to CDI? |
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