I have enabled Field security on 2 checkboxes I have on a my form.
Checkboxes:
Security Override (checkbox)
Financial Overide (checkbox)
I have created 2 Field Security Profiles (FSP).
Override Control
This FSP will grant assigned users the ability to read, create, update.
Override Read
This FSP will grant assigned users the ability to read.
When I tested Override Read with an assigned user. I was still able to click and changed the checkboxes. It appears as if crm is ignoring the Override Read FSP.
How can I configure the checkboxes to be read only using Field Security Profiles?
I tried testing and debugging the issue with the Field Security Profile for a few hours and decided to take a different approach.
I ended up using javascript, when the page loads it will disable the override checkboxes. The checkboxes will only been enabled if the user has a particular security role.
In case you were testing using account that has System Administrator - that would not work because System Administrator will have an access to any fields if I'm not wrong.
UPD in this case please provide screenshots of fields you've made FL-secured, profiles you've created for fields and screenshot of profiles assigned to a user and at the end screenshot of a form with fields.
Related
I'm using the CakeDC/Users plugin and want add other user roles.
Right now I have the both superuser and user roles.
I'm doing the permissions control in the permissions.php.
I'm also overwriting the layout files. Tried initially force the role field in the form, but the plugin write the user role in the controllers.
As steinkel posted in this issue: https://github.com/CakeDC/users/issues/513
You must add this line after the pathEntity in /vendor/cakedc/user/src/Controller/Traits/SimpleCrudTrait.php
$entity->role = $this->request->data('role');
Then configure your form to pass the role field. In my case, I passed this information with a select box.
I have created an integration profile CORE_AKTANA_DI through which data for objects will be loaded into my Salesforce instance through a third-party user. I have provided "View All" permission for all objects to that profile. However, since this is a global Salesforce org, hence, there is data for other countries as well in this instance.
I want the user with the profile to see only data of France i.e with country "FR". In this case, my only choice is to:
Remove the "View All" permission of the profile from all objects.
Give the user a role such as "FR-Corp".
Create sharing rules for all objects with "Private" OWD and share with this role.
The problem is that since this is an integration profile, I cannot assign a role to the user with this profile. Also, it is not plausible to create sharing rules since there are a lot of objects with private OWD.
Same problem occurs by assigning the user to a public group, i.e a lot of sharing rules need to be created.
In this case, please suggest me the easiest possible options.
Actually, how to solve your issue is dependent on business process you are trying to implement. There are few ways:
sharing by hierarchy: setting proper roles and checking 'grant access using hierarchy'
sharing rules: setting proper sharing rules, owner/criteria based
manual sharing: using button
sharing using apex: using share object of any corresponding object
I think, this document will be useful for you.
I don't think what you say is correct:
"The problem is that since this is an integration profile, I cannot assign
a role to the user with this profile."
In my org we have a few integration connections. Each connection is anchored by a SF user license which has both Role and Profile. You should likely give the integration it's own user license and name the user something like "Integration (Fr)" Set the Roll up with appropriate hierarchy position, permissions and sharing rules and once you've done all the token resets needed set as API login only & password never expires. That should do it unless I'm missing something.
How to give the User permission in winform?
For Example
My application is based on retail shops,so the every employee having username and password,the Super Admin(Manager) he needs to give the permission to each user
NOT all employees have the full rights to access all the forms.
In each forms they have to access only selected controls only
for ex. User x have permission only for ADD and Edit only, but not To delete the record.
The User x not suppose enter discount more than 25%
The Super Admin Have the permission to allow access to every employee.
In this I need some logic references
may grateful.
As Somewhere Mentioned above you need a role based architecture.
In your database Of users you should include role column.
At the time of user log in you have to get role of of the user having particular
user name and password and store in some global static variable which can be used throughout
application.
And according to role,set visibility true or false for each form on form load method.
you should develop a Role-Base windows application. This tutorial describe what you need
i hope it helps you
I have created a view based on profile fields to display a custom search page for a particular role.
Once the search results are displayed, the user can select one of them to send a notification.
For this a VBO has been used with a force single option. I have problems when i try to send an email notification thru rules, to the selected user.
I do not see the custom rules action to send email, under my bulk operation settings.
If i try to create the rule component with data type profile, i get the action listed under bulk operations, but not on my page.
Any help is appreciated.
The issue got resolved by enabling permissions for that particular user role to execute the Rule. By default, the Rule was enabled only for the creator (Admin).
I have a custom field in the Salesforce User object. I am trying to work out permissions. I only want the User's manager and System Admins to be able to see this field.
Looking at the field-level security options, I see: Contract Manager. I worry that if I check this, ALL contract managers will be able to see this field. Is that the case?
Is there an easy way to accomplish this security policy and test it in a sandbox where I am not allowed to have many users?
You are correct, if you allow the Contract Manager profile to view that field via Field-Level Security, then ALL users assigned to that profile will be able to see the field, regardless of whether or not the user actually rolls up to them.
You should be able to show/hide this field based on some more advanced logic by embedding a small VF page into the User page layout. This will still require you to make the field visible via Field-Level Security, however, and will not allow you to hide it from other managers if they have access to the API (it would only be hidden from them on the page).
Making the field visible to contract manager will make it visible to all contract managers. However, there is a fairly simple formula that will allow you to enforce this securely.
1) make secret field not visible to contract managers.
2) Create a hierarchical relationship to the contract manager on user.
3) Create a formula that checks if the running user is the contract manager of the user you are looking at.
IF($user.id == user.contract_manager__c,secret_field__c,'only this users contract manager can see this.')