I want to create a list in SharePoint 2013 that can be access by multiple users but shows to each user their records only.
For example: Time and Attendance list to show the records of the user only. And only the managers to view all the records.
In this case each list item would need to stop inheriting permissions from the parent and only assign the permissions for those that can edit and read the record.
Are you trying to do this through the UI or Code?
To do that that through the UI do the following:
1. From the list view, click the ellipses for the list item
2. Click Shared With -> Advanced
3. Click "Stop Inheriting Permissions" in the ribbon
4. Remove/Add the permissions you need
You can create a view on the list and add filter to show only items for the current user only.Sample:1
Or if you want to display only the items that were created by the user. Go to List settings > Advanced settings and set the item-level permission. Sample: 2
If you using SharePoint Designer 2013.
1) Create a SP2010 Workflow Called "Set Item Level Permission"
2) Trigger = When Item Created/Change
3) Add "Impersonation Step" -> Replace "Read/Write" permission to Current Item.
4) in your list item, you can select multiple people picker field to grant them with different permission when item created/change.
Example: "Name of Employee" is a people picker for my case.
for Manager, you can hardcode the "Manager Group" (sp group)
Related
I have a Master Detail* report page created using the App Builder -> Create Page. The master report shows customer orders (ORDERS table). The detail report shows the products that the customer ordered (ORDER_ITEMS table).
The master report (ORDERS table) has a date column (ORDER_DATE). In the report, the date column header is a datepicker item in which you can select an dropdown of past dates to sort the report.
I would like to include another report region at the bottom of this page to show the total dollars from the range. (Ex: if a user selects Last Month, then I want the report to show the sum of the total dollars from last month).
I've been able to do this in a custom page that I've built using by adding two datepicker items.
However, in a 'pre-built' Master Detail page using App Builder, I don't see the datepicker item to manipulate.
How can I grab the datepicker item and access it's functions (to query results for the additional report) and dynamic actions (region refresh)
That column header is not a page item, it is the native column filter functionality from the interactive grid component. It's not possible to "Grab it and put it elsewhere". There are a couple of options.
Create a separate date picker item in a region above the report where the user selects the from date or range and refresh master region when values change. Make sure to disable column filtering then in the interactive grid region.
Another option is to add a dynamic sum at the bottom of the report. That is described here. Or calculate the sum and put it in a page item. The post above references an example in the interactive grid cookbook that you can use.
Am new to Microsoft Lists and trying to implement the library management system. Have prepared a list to show the book details using the 'From Excel' list. Need to restrict the permission based on the user role(admin, client).
For example, If a user needs to request a book, there might be a column to access for the user to send a request for the desired book. So that, an admin will get notified for the request and take action.
Similarly, from the list i created, i need to provide permission to the user to access only one column. The rest of the column can only be for view purposes.
Note: As i searched i found we can set permission like view, view, and edit, and stop sharing the list based on the roles of Members, Owners, and Visitors.
Could anyone please guide me on this?
Regards,
Vadivel
#Karthi,
It's not possible to configure column permission, the least permission is item-level. There is no column-level or view level permission.
Here are 2 possible solutions:
Make the target column read-only. Then develop another interface for the administrator to manage the data. For example, through SharePoint rest API, we can turn the column back to editable and post updates then immediately turn it to read-only.
Check Set List Column Read Only in SharePoint using PowerShell
How to update read only field
Hide the target column and make a calculated column then set its value equal to the target column. The user will only see those calculated columns, any updates on the target column will be reflected in calculated columns.
Check Make SharePoint Columns read-only without coding
I created a report and a form separately rather than creating a "report with form" in my Oracle Apex application. Because of this there are no update buttons that appear on the left of every row in the report like it does when creating "report with form". How can I add these buttons such that I can use same form, which I am currently using just to create new records, to also update records?
I am assuming the report is in Interactive Report type.
Those are the ones which are normally created for report with form.
In which case if you go under the reports attributes the first one is Link,
by default it should be set to Exclude Link column. You should set it to Link to Custom Target, then define the link to go to your page and set the Primary key item.
And on your form page you also need to set an After Header process to fetch the row and fill the page items based on the filled Primary key. Or you can do something custom here, whatever floats your boat.
We use SharePoint to allow users to request changes that could be made to our system. When adding a new item to a list, there are certain fields they are required to fill in. We want this behaviour to remain. One of these fields is Release Phase, where we have a list of release phases they can select from. We still want them to be able to select a release phase, however recently the release phase names have been changing and we want to stop users having access to the list settings so they are unable to edit the options shown.
We still want them to be able to contribute to items, just not edit some of the selectable fields we have.
Any ideas of what can be done to stop this?
Thanks in advance!
You need to configure custom permissions on your list to ensure that only a set few people have access to edit the list, but others can edit the items in the list.
If you are fine with users being able to delete these items, you can set their permission to Contribute which will allow them to add, update, and edit list items, but they will not have any permissions to manage the lists themselves.
If you want to avoid deleting items as well, you need to create a new permission level.
So, there are steps to solve your problem.
1.) Break inheritance on the list to give it unique permissions and apply the appropriate permissions.
2.)Create a new permission level to ensure users only have the level of permission that you want for the list.
1.) Navigate to the list settings for the list in question. Choose "Permissions for this list." You should see a button in the top ribbon that says "Stop inheriting Permissions".
Once you have broken inheritance, this list will no longer be affected by permission changes to its parent site. Only the permissions you define on the list will have affect. Select all the permissions that were defined before, and delete them, so that you will have a clean slate to start with.
You can then grant permissions to the specific users/groups you want. If you have a large base of users, you will find it easier to manage and control permissions by groups.
2.) To define a custom permission level, you need to navigate to the parent site that the list belongs to and go the Site Permissions. This will give you the ability to create new permission groups, and permission levels. There is a ribbon option for each. Select permission levels.
Have a look at each of the predefined options, and see if those will suit your needs first. You can click on each permission level to drill down and see all the specific permissions that it gives. If none of the predefined options work, then Add a new Permission Level, and assign the permissions as needed. Then go back to step 1, and assign your users/groups to your newly created permission level.
Ensure that this option is deselected to prevent users from editing list settings
Lotus Notes :
We have a support Department that use the support agents in the actions Agent list, and they also have access to use Other Agents with editors access.
The problem is the users/clients have the same access as support and can also see and make use of these agents, which we don't want to allow. I had a look at the agents security options, and know that you can set the access to an admin group or person within the access control.
What I am not sure about is by not allowing the users to have access to these agents, and some features on the forms or views calls one od the agents, would it prevent the functionality from working ? and if so, does any one know about a work around ?
Don't put the agents on the Actions menu. I.e., set them to "Agent list selection" instead of "Action menu selection".
Then create a mechanism that can launch the agents but can only be seen by the admin group. For example, create View Actions that use #Command([RunAgent];"agent nanme"); and set up a hide-when formula in the properties for the Actions - something like (!#UserRole = "[Admin]"). If you don't like that option, you could create a Page that is hidden from regular users, and turn that page into a menu for the admins, using hotspots or buttons to trigger the agents.