- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-21-2025 04:26 AM
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
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-21-2025 04:54 AM
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-23-2025 10:26 PM
Thank you everyone for your insight.
