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Restrict access to certain records

Posted: 2021-01-25 19:12
by eagle
I have a setup like this

# Category table:

id
category_name
visible_to_executives (can be Yes or No)


# Transaction records table:

id
category (lookup field to categories.id )
more data fields

1) Only users that are "executives" should be able to select categories where category.visible_to_executives = 1

1b) Ideally they should not know that such categories exist at all in my application.

2) Only users that are "executives" should be able to see *transactions* that are linked to a category where category.visible_to_executives = 1

Is it possbible to set up this scenario?

Thanks a lot for all help.

Re: Restrict access to certain records

Posted: 2021-01-26 08:23
by onoehring
Hi,

please check me footer for Column-Value-Based-Permissions. This might help you.

Olaf

Re: Restrict access to certain records

Posted: 2021-01-26 13:05
by eagle
Thanks a lot, Olaf. That seems like exactly what I was looking for :)