Need Help with user Permissions

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Hi,


I have a table called Projects. In this table there is a record with the name 'Data'

I also have another table called 'Action Items'. 

Project and Action Items are in a One - Many relationship. When people add a record in action item, they are REQUIRED to input the Project name which is a reference column. 

I also have a user role called Data PM.

Now, I want - When the Data PM ADDS a new record, in the Project Name dropdown they should only see Data. They should however be allowed to VIEW reports and metrics of all the projects. 

I was able to make this partially possible by limiting the view access of Projects table to record that contains 'Data'. But by doing this it hides other projects from the reports too. I want all the users to be able to see the reports. How can I make this possible?
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Chinmay Dhandhania

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Posted 2 years ago

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Matthew Neil

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You are going to want to restore their viewing permissions to see everything.

But, you will want to make a report that shows only projects that "the current user is the PM" and then use that report as the record picker, rather than the 'standard record picker'
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Chinmay Dhandhania

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This was super helpful. Thanks a lot!