Restricting records visible in reports.

[rkreddy]

Hi All,

Hope everyone is staying safe.

I got requirements like,

1. For a custom table say XYZ, users named A,B,C create some records. Now when A log in to his instance ( or when i impersonate to user A) he needs to see records that are opened only by him and even breadcrumb shouldn't be visible to him, because if breadcrumb is visible he can edit that and can able to see all the records. So in order to restrict him from seeing all the records, what can we do to restrict him to see only records opened by him.

2. And the second thing is the report level access, while creating reports also he should not able to see all the records, he needs to have only records created by him.

Your valuable answers help me a lot.

[Jaspal Singh]

Hi Rakesh,

No need to have additional Query business rule for Report. If you create one for your Custom Table  & then you report on it system will take care of query business rule accordingly & display results.

[Ankur Bawiskar]

Hi Rakesh,

once you create query BR no need to do anything on Report

Just create report with condition as

Opened By is dynamic Me

the query BR will restrict the records here as well even if user tries to remove the filter

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response worthy based on the impact.
Thanks
Ankur