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Limiting Search Results

PostPosted: Sun Jul 27, 2014 2:48 pm
by adatasol
Other than using privileges, is there a way to limit search results for a salesperson? So for example, an admin can find all records, but a salesperson can only find the records where their name is assigned to the "salesperson" field in that table. We can't use privileges because there are limited instances where we do want the users to be able to find all records.

Re: Limiting Search Results

PostPosted: Mon Jul 28, 2014 10:47 am
by tanner
Access privileges is best but if you don't want to do that the easiest would probably be to edit the "Create Result Lines" script. I would add a conditional statement that evaluates whatever criteria you have and if that criteria is not met you could prevent the result line from being created. This way search results will only display the results you want. It will find them, it just won't ever display them.

Hope that helps,
Tanner

Re: Limiting Search Results

PostPosted: Wed Jul 30, 2014 7:30 am
by adatasol
Based on input from Matt Navarre, we added a "constrain" script step after the perform find and this works perfectly. Thanks Matt!