Arav
Tera Guru

The article below explains how to share a report with a specific group or with members having a specific role but to restrict their ability to view / modify the filters added.

1. As an admin, create a report with a filter criteria. In the example below, I have considered a custom table "Special Orders" with filters "Active is true" and "State is not Open".

   The table has 5 records in total but only 2 records match the filter criteria as can be seen below.

find_real_file.png

 

2. To restrict members of a specific group ("Team 86" in my example) from reporting on this table, create a "report_on" ACL.

    With this ACL, members of "Team 86" will not be able to create a report on "Special Orders" but all others can. Note that this could be done for roles too instead of groups.

find_real_file.png

 

find_real_file.png

3. As an admin, share the report created in Step 1 with the group ("Team 86" in this example)

find_real_file.png

4. As a member of group "Team 86", login to the instance and view the report from "Reports > View / Run" and click tab "Group".

find_real_file.png

5. The report will be displayed listing the rows but the filter defined by admin will be hidden with message

"Security constraints prevent saving reports on table Special Orders - displaying report as read-only"

find_real_file.png

6. Please note that members of "Team 86" have read access to table "Special Orders" as otherwise no data will be displayed.

Comments
New Developer_S
Giga Sage

Hi Arav,

Thanks for the above post.

Can you please post how  ROW Level ACL to be applied with conditional code ?

Version history
Last update:
‎08-17-2022 11:09 PM
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