Save option disable on report created by me for others

Nisha Mishra23
Tera Contributor

‎04-02-2024 08:58 PM

Is there any way by which Others should be able to copy my reports using the "Insert and Stay" feature, but should not be able to save over, and replace my original reports. 

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎04-03-2024 01:14 AM

Hi @Nisha Mishra23 

 

Insert and Stay will create a new copy and before a user save, need to change the name , as it will be override. It is more on education side. 

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luffy3478
Tera Guru

‎04-03-2024 01:23 AM

Others will not be able to update your reports if they don't have report_admin or report_global roles.

These roles should not be provided to users

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Dipen Wadhwana
Giga Guru

‎04-03-2024 02:47 AM

Hi @Nisha Mishra23 ,

 

What version is your instance running on?

I've noticed that there isn't a save button available for users viewing shared reports. Instead, they have access to options like Insert or Insert and stay.

DipenWadhwana_0-1712137763035.png

 

Please mark this response as helpful if your question has been answered correctly.

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