This feature is not intended to be a comprehensive permission system but a simple yet effective method to hide data from users by restricting their access to List Views which contain that information.
If the User’s name is not listed in the People/Group field for that record item they cannot be included in the [Me] filter that this function utilizes. What follows is an example setup.
Setting Up
- First determine which list items you wish to protect.
- Make a list of all the Views for that list (ie. Opportunities View List is shown below).
- Determine which user groups will have restriction applied.You can have as many as required.
- Add the following Advanced Flex Setting.
Setting Name: HideViews
Setting Value: [List Name]|[View Name]|[SharePoint Group to be restricted]
- Click “Save” then “Reset Application Cache” when you are done making changes:
If the user attempts to type in the view’s URL into the browser window directly, Flex will redirect to the message shown below. Click Go Back to locate a view that is accessible.