Hi again,
We have an issue on the template where users will always see the overall records submitted and not their individual (my dashboard) records from the 'my opportunites' section.
Using the filter button on 'my opportunites' page removes all records but I was wondering what the best method is to remove the overall dashboard function so users can only ever see their own data, as this issue will be a problem with multiple clients using the dashboard.
Thanks a lot,
WAGAS
Hi,
The best solution would be displaying the records based on the user logged in. This can be achieved by using service calls. While creating the opportunity we need to capture the details of the user who is creating it as shown below
And while displaying the records in graph, we should search the records by mapping the logged in user to the owner field, by doing so we are indirectly searching the records which belongs only to the logged in user as shown below
Hope this helps,
Thank you.
I would be tempted to change the permissions so that only the record owner has view rights to the documents (and an admin/superuser).
People would only be able to see the records they created at that point.
Thanks - i tried both these techniques and it seemed like it initially worked however has gone back to the old display when i open the application. I added target owner to all the services relating to the opportunites form. In terms of the permissions I removed the read option on submitted. Does anyone have any more suggestions, or did i miss something? Thanks
@Devops Wagas
Did you ever resolve this?
