Report on custom field permissions and sharing | Community
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Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
February 7, 2023
New

Report on custom field permissions and sharing

  • February 7, 2023
  • 4 replies
  • 644 views

Description - While we have the ability to adjust field sharing and access, we apparently can't report on it like we can with other objects.

 

Why is this feature important to you - Reporting on object sharing is essential to system administration governance and maintenance, especially when conducting an operational change like reimagining how fields are managed.

 

How would you like the feature to work - Similar to other objects (like custom forms), add a Shared with as a reportable field for custom fields.

 

Current behaviour - To overcome the absence of a Shared with field, I have to click into each field—thousands of fields!—to view these settings.

    4 replies

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    February 9, 2023

    Hello, have you considered adding 'Shared With' in your View while in the custom forms/fields pages? I have this in my view to always see who a form (or dashboard, report, etc.) is shared with - very helpful!

    If this helped you, please mark correct to help others : )
    Lyndsy-Denk
    Community Advisor
    Lyndsy-DenkCommunity AdvisorAuthor
    Community Advisor
    February 13, 2023

    @madalyn_destafney I have the field in a view for forms, but it is not an option for fields. Either I'm incredibly blind, the field is titled something unconventional, or it's not there.

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    February 13, 2023

    Ah, I get it. For the Fields page, I use 'Parameter > Forms' as a column in that page's view to see which custom forms the field is in. Is that what you're after?

    If this helped you, please mark correct to help others : )
    Lyndsy-Denk
    Community Advisor
    Lyndsy-DenkCommunity AdvisorAuthor
    Community Advisor
    February 13, 2023

    No, although I definitely find that field useful. I'm looking to analyze access to fields. My goal is to devise a stricter governance on who can edit the back-end of fields so we can maintain taxonomy and data integrity.

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