Locking filters for specific user groups to prevent changes | Community
Skip to main content
J
jo_wi
September 10, 2024
Solved

Locking filters for specific user groups to prevent changes

  • September 10, 2024
  • 1 reply
  • 632 views

Is it possible with the new filter system (not the legacy one) to create a filter which can be locked, so no changes can be made by specific user groups (e.g. disabling the filter or changing the criteria)

The goal is to create a view for specific user groups, which restricts them from seeing entries where they are not assigned to.

 

Example:

The set filter - made by an admin - is only showing

1. Tasks which contain the word "PROD" (e.g. PRODUCTION of Asset A, PRODUCTION of Asset B, ...)

2. Tasks which are assigned to user group "Agency"

 

In words:

A specific user group (e.g. "Agency") can only see Tasks in a project where they have been assigned to.

They cannot edit the filter criteria or deactivate the filter.

A Task which has been assigned to "Agency" would appear in the list, A task assigned to "Project Manager" would not appear in the list.

 

 

In other platforms this is called "conditional permissions". I search for something similar in Adobe Workfront.

Thanks, BR

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by RandyRoberts

If I were tasked with building a solution for this I would make reports/dashboard for that specific group or team and disable filters and/or views in the report itself. Thereby locking it down so no one can change the filter and/or view on that specific report.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

 

1 reply

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
September 10, 2024

You can do this with Layout templates and Access Rules.

None of my users can create or modify Filters, Views or Groupings. Allowing non-tech users to create or modify these is a really bad idea. We also assign filters, views and groupings according to Layout Templates assigned to the user's role.

In short, each user can see only what the admin allows them to see on any report.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

 

J
jo_wiAuthor
September 11, 2024

Thanks for the answer. It indeed helped quite a lot in terms of visibility of information.

A lot of it is mentioned in the workfront documentation: [...]administration-and-setup/customize/layout-templates/customize-fvg-list-controls-layout-template 

 

But as far as my testing goes, I haven't been able to forcefully keep a filter activated by default - without giving the possibility to deactivate it.

 

It seems I can only hide and/or show filters, views or groupings by using layout templates.

 

I am searching for a way to simply keep a filter activated for a user group without being able to disable it.

Alternatively a condition for the whole Tasks-Dashboard: show only Tasks where XYZ is assigned to.

 

Example:
A member of the job role/team/user group "Agency" is only seeing Tasks they are assigned to. No matter what they change in views or filter settings.

 

Thanks

 

 

RandyRoberts
Community Advisor
RandyRobertsCommunity AdvisorAccepted solution
Community Advisor
September 11, 2024

If I were tasked with building a solution for this I would make reports/dashboard for that specific group or team and disable filters and/or views in the report itself. Thereby locking it down so no one can change the filter and/or view on that specific report.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

 

    Terms & ConditionsAccessibility statement

    Loading footer...