Hi,
I have a requirement to restrict users from viewing Workgroup Approval records.
Although the My Approvals filter is selected by default, users can still switch the filter to All Records and view Workgroup Approval records that they should not have access to.
Is there a standard way to prevent users from selecting All Records, or otherwise restrict them so they can only view their own approvals (or the approvals they are authorized to see)?
TIA.
Best answer by jinin
Hi
There isn't a standard setting to prevent users from selecting All Records.
One approach is to customize the data view (BQL) used by the Approvals screen so that it always filters records based on the current user or their authorized approvals. You can also disable or hide the filter selector to prevent users from switching from My Approvals to All Records.
This ensures that users can only view the approval records they are permitted to access.
+12Hi
There isn't a standard setting to prevent users from selecting All Records.
One approach is to customize the data view (BQL) used by the Approvals screen so that it always filters records based on the current user or their authorized approvals. You can also disable or hide the filter selector to prevent users from switching from My Approvals to All Records.
This ensures that users can only view the approval records they are permitted to access.
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