Difference between revisions of "Visibility Controls"

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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]].  
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]].  


:{| cellpadding="3" border="1" class="tight-rows"
:{| border="1" cellpadding="5" cellspacing="1"  
! Item !! Control
! Item !! Control
|-
|-
| Application || Use the [[Application Access]] settings
| [[Application]] || Use the [[Application Access]] settings
 
|-
|-
| Document (all file types,<br> &nbsp; including Photos)
| [[Dashboard]] 
| Clicking the '''Public''' flag creates a URL that can be<br> accessed without having to log in
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''
* Set [[Visibility]] options
 
|-
|-
| Document Folder<br> (including [[Export_Data#Export_Folder_in_Documents|Export Folders]])
| [[Record]]
| [[Folder Visibility]]
|  
* [[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
 
|-
|-
| Home Page || Click the wrench icon [[File:WrenchIcon.png]], then click '''[New]''' or '''[Edit]''' and set [[Visibility]] options
| [[Report]]
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''  
* Set [[Visibility]] options
 
|-
|-
| Note || Set when creating or editing a note.<br>Visible to everyone, by default.
| [[Report Folder]] || Specify [[Folder Visibility]]
 
|-
|-
| Report || Click the wrench icon [[File:WrenchIcon.png]], then click '''[New]''' or '''[Edit]''' and set [[Visibility]] options
| [[View]]
|  
* Click the wrench icon [[File:WrenchIcon.png]]
* Click '''[New]''' or '''[Edit]'''  
* Set [[Visibility]] options
 
|-
|-
| Report Folder || [[Folder Visibility]]
| [[Field]]  
|-
|  
| View || Click the wrench icon [[File:WrenchIcon.png]], then click '''[New]''' or '''[Edit]''' and set [[Visibility]] options
* [[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