Create 'private' records and then only display if user is associated with the record

Ask the Community How do I?
1

I have a list of records. I have a field that has names associated with records… how can I create a private option so for some records they can only be viewed by users associated with the record?

2

Greetings,
This is a sample of what those list of records look like …

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This is a sample of what the Permissions look like …

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Snip20240806_35974×442 33.2 KB

Hopefully that helps. If you need more help, please feel free to reach out. :ok_hand:

3

Thank you, I was able to figure this one out. Really appreciate it. I wish there was a way to do ‘or’ and not just ‘and’ for roles. “It can be viewed by the owner OR anybody with abc role”. It doesn’t appear to be an option.

4

Hey there,

You could set up a second permission rule and if the user falls into either permission that will be the one they follow.