Custom Scoped Application - How do you make it so that new records are within the scope?
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11-24-2022 05:30 AM
Hello,
I'm currently working with a custom scoped application and have been asked to have newly created records for this application be contained within the custom scope (they currently default to the global scope). Does anyone know how to do this please?
Many thanks

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11-24-2022 05:34 AM - edited 11-24-2022 05:36 AM
Hey @Jake McClellan1
So generally when you created a custom app, it is because you have a particular type of Record Producer that you want to house within this scope. As part of the Custom App setup, you would have created a new table (or ideally extended the TASK table)
Bit hard to say without more details but below are some methods on how new records are generally created in a scoped app
- If you created corresponding navigation menus and links, in the main platform users (with access) can go here and create new records.
- Through a Portal or Catalog, you can setup record producers that create records to your scoped app.
Also remember as part of the scoped app setup you would have had to create roles to access the table, so you need to ensure these are either provided or you have setup the correct permissions to let users create to the table.
Depending on how you have set this up(again hard to say without details) but it can be normal to be able to see these records whilst you are in the Global scope. If new records are going to your scoped app table, and that scoped app table is showing as part of the scoped app, then you have done it correctly.
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11-25-2022 05:26 AM - edited 11-25-2022 05:26 AM
There is an option to pick Application [In Settings->Developer] where you can select the current scoped app name and whatever actions [creating new files] will get recorded only in that scope.
After you created so, you can check the "Application" field for that respective file [table/script include/BR etc..] will show the scoped app name.
Further you can have access controls per your requirements as to who can access your scoped app files.
Hope this helps.