Protect rule

Mark HHP

I have a Company BO which is visible to all Consultants.

A Company has Clients associated with it, each one associated with a Consultant. I need the Clients to be visible to the other Consultants in the list but not openable. For instance, if the Company has a list of 5 Clients and only one is allocated to the logged in Consultant, that should be the only one clickable. Is this possible?

Also, the same thing applies to queries, how can I block different Consultants from viewing the others here?

Mark HHP

Using Access Levels kinda works for the queries, gives me an error when I try click on another persons Client but if I go through the Company path then view Clients, it hides them from me. I need to be able to see them but not edit or access them.

Mark HHP

I relooked at my notes and thankfully, we actually need other Consultants to be able to open the Clients but only see certain things.

So, I made a new form with only those attributes and wrote a process so that if the Client.Consultant.ID <> LoggedInConsultant.ID then EDIT using OtherConsultant (my new form) and if Client.Consultant.ID = LoggedInConsultant.ID then EDIT using ConsultantEdit (my original form)

This seems to have worked, hopefully this helps anyone else.

Will post back if it explodes 😛