Hi all - a database saves the role of the person who created it in the documents instance SALESREP or TECHNICIAN in each record.
The view selection is all docs with that form type -
SELECT (Form = “WorkOrder”)
I need to be able to have a view that displays all of the documents in the database that match the roles that the user has in his ACL. Some have a single role, some have multiple roles. Some do not have any roles checked.
Is there a simple way to do this? and Will it require a Private View to work? since you have to know the users roles?
This could be a pretty difficult issue to tackle (well, from my mind anyways!), because the user’s roles could always change. If they are not likely to change, then a SPOFU view is probably the way you wanna go.
However, there may be another solution that you could try, depending on exactly what it is you are trying to achieve.
You could try the following…
Create a shared, hidden view, categorized by the assigned role.
Create a form which includes multiple, single-category views (the source of which is exactly the same view, only considering a different category in each case).
Each view would then be hidden if the current user does not have that particular role.
The user could then view only the documents in the embedded view(s) associated with his/her roles.
You could even embed an editor on the same form to display/edit those documents.
Consideration…
If one particular document is associated with multiple roles, then that document will appear multiple times on the form with the embedded views (obviously).
This is just off the top of my head, so you’ll have to give it a go and see what sorta results you get - Just trying to give you a creative option!