Permission based reports and a consolidated report

Permission based reports and a consolidated report


Set visibility of forms and reports based on teams. Management should be able to view all the reports consolidated in to one.

Use Case  

A firm tracks its suppliers details using the Supply Management app. The app has four forms. A Suppliers form to store the basic information about its suppliers, a Products form managed by the Inventory team, an Agreements form managed by the Legal team, and a Logistics form managed by the Logistics team. Management should be able to view all the reports in a single place, and each team should only be able to view the team specific form and report.

Steps to follow  

1. Create four forms with the following details:
Form Link Name
Field Type
Field Name
Field Link Name
Supplier Name
Single Line
Registration Number
Lookup (Suppliers)
Single Line
Product Name
Lookup (Suppliers)
Single Line
Agreement Number
Agreement Date
File Upload
Agreement Copy
Lookup (Suppliers)
2. Navigate to Application Settings, and create a permission set for each team so that they are able to view and access only the relevant form. For example, create a Permission Set named "Legal" and select the relevant form.

Similarly, create a permission set for the other two teams.

3. Add users with the required permission set. For example, when adding users of the legal team, assign the permission set - Legal.

Similarly, add users of other teams and select the corresponding permission set. Each team will be able to access the forms and reports based on the permission assigned.
Now, let's consolidate all the reports in to one, using Pages.
4. Create a page, and embed all four reports.

This page can be used by the management to view all the reports in a single place.

See how it works         

Points to Note  

  • A permission set can also be created while adding users.
  • If the list of users is too long, you can use the Import Users option to add them at once.

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