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Question

How do I make a Common report read-only (non-modifiable)?

  • October 18, 2017
  • 0 replies
  • 34 views
Is it possible to disable report customization for a particular report for folks in a particular role? For example, we have a role called "My Projects" with a set of defined criteria. I want this report to viewable, but I do not want members in the role to be able to modify the report criteria.
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    • RohitAgarwal
    • Registered
    • October 18, 2017
    See picture attached in order to set Records for view mode, not editable.
    This Section is available inside report.
    .
    • JoshJosh1
    • Author
    • Registered
    • October 18, 2017
    FYI, I can disable all report customization by managing the role and checking "Hide UI for creating or customizing reports". But it seems making a single report read-only is not possible.

    Ideally, my users could still create personal reports and modify some reports, but not ones I've explicitly disabled.


    • MCFNeil
    • Registered
    • October 19, 2017
    I don't think this is possible, but there is a little trick.

    You can make a personal report, and then share the link with other people.
    i.e. Put the link in a button on the home page.  Then they can see the report, but it is not modifiable for anybody else.

    sneaky sneaky.
    Great solution!!! for me anyway...
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