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Question about Views and View Rules

DeeMendoza
Tera Contributor

You know how in the header of a record/form, you can select which view to see the form in? How can I edit the choices of Views that a user can select based on their role?

 

I understand that View Rules simply set the view based on role, but my requirements are that if user belongs to Group A, they may select (from the header) View X, View Y, and View Z. Am I looking at the right place? It seems to me that View rules don't quite cover this.

I apologize for the seemingly basic question, but the documentation for view rules dont mention anything and because of the name of the topic it's hard to come up with meaningful search engine results

1 ACCEPTED SOLUTION

J Siva
Kilo Patron

Hi @DeeMendoza 

View rules are used to enforce a specific view based on predefined conditions. By utilizing view rules, you cannot control the visibility of view lists in the form or list context menu.
While creating a view, we need to select roles for which it will be displayed, ensuring only users with the those roles can access it. In short, it is not possible to show or hide available views based on user groups.
Hope this helps.
Regards,
Siva

View solution in original post

6 REPLIES 6

Hi @Ankur Bawiskar 

can we return multiple views to the answer, i know its sound wierd but just checking if there is any other way to achieve this.

 

our users wanted a view to be displayed default when they access form but they want to be able to change to another view too. but since we written a view rule, its restricting view changing by default.

DeeMendoza
Tera Contributor

Thank you everyone for your insight.