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PBCS - Form by employee

3235756
3235756 Member Posts: 129
edited Sep 13, 2016 3:12AM in Planning and Budgeting

I have setup a form where the employees introduce the data.

I want that every employee only can access your data and he don't view the data of others employees.

I don't want to create a form by employee (with peRmissions). I want to create an unique form. How can i setup it?

pastedImage_0.png

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Best Answer

  • AL.
    AL. Member Posts: 265 Blue Ribbon
    edited Sep 12, 2016 8:41AM Answer ✓

    In workspace, inside your app page, there is a dimension section where you can set permissions, by user or groups, to the dimensions and/or its members.

    Using the functionality you can solve your question

    BR,

    3235756
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Answers

  • JohnGoodwin
    JohnGoodwin Member Posts: 30,471 Blue Diamond
    edited Sep 12, 2016 6:44AM

    Is that not what security is all about

    I wonder how many posts you can create today

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  • AL.
    AL. Member Posts: 265 Blue Ribbon
    edited Sep 12, 2016 8:41AM Answer ✓

    In workspace, inside your app page, there is a dimension section where you can set permissions, by user or groups, to the dimensions and/or its members.

    Using the functionality you can solve your question

    BR,

    3235756
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  • 3235756
    3235756 Member Posts: 129
    edited Sep 12, 2016 9:02AM

    Thanks for your answer.

    I have done these septs:

    1 I access to Empleado dimension (Employee dimension)

    2 I select the member Mapi  in Empleado dimension (Employee dimension) and I assign it permissions to user Mapi Pa.

    3 I add permissions to Mapi Pa user at form.

    I want that "Mapi Pa" user has access to form only with data when Empleado=Mapi and she doesn't see data of other employees.

    pastedImage_0.png

    Is it correct? Is the unique option or are there other setup options?

    I thout that the system had one screen where I could to setup all permissions by user, instead of to access dimension by dimension because it's more hard.

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  • JohnGoodwin
    JohnGoodwin Member Posts: 30,471 Blue Diamond
    edited Sep 12, 2016 9:13AM

    The user will require access permissions to all the dimensions that have security enabled otherwise you will get the warning message that security has not been applied when opening the form.

    You can load access permissions using LCM (migration) which you means you can place the security in a csv file and then upload and apply.

    3235756
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  • 3235756
    3235756 Member Posts: 129
    edited Sep 12, 2016 9:30AM

    Thanks, I going to try with Migration option.

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