Is there a way to create to radio button on a SharePoint List that only one user from a group can click?
Microsoft product group members have said, repeatedly and in all kinds of forums, that column-level security is not supported and when asked about future versions of SharePoint have said that no this will never happen as there are too many performance implications.
The best way to approach this would be to attach an Infopath form to the list and have different views on the form for different users.
Here's the MSDN documentation on the subject to help get you started.
Related
I am trying to set up dynamics for a call centre that just wants to do cas management. How do I turn off these things off so there is no evidence of them for a user of the system?
A good place to start would be to edit the SiteMap.
There is a project on codeplex which might be helpful, otherwise you can find good guides dotted around the place:
Editing the SiteMap
Editing the SiteMap 2
With this you could hide Sales & Marketing, which would be a good start. You may also want to look at amending permissions for Leads/Opportunities which can be done by editing security roles. This will help nosey/inquisitive users from creating records if they find links elsewhere.
I presume that you are referring to the subsections of the native CRM navigation structure which shows Workplace, Sales, Marketing, Service and Settings.
Visibility of these areas can be driven in two different ways. You may choose to employ both methods.
Firstly record-type visibility is governed by a user's permissions. Remove a users read access to Invoices for example and it will cease to appear as a navigable option in their UI. Similarly the sub-areas that I previously mentioned will cease to appear if a user has no access to any of the record types that it contains.
consequently it may be possible to achieve some of your aims by giving users the least possible permissions required to do their job (though you should be doing this anyway really) by granting the correct ouot-of-the-box roles or cloning and customising one of those roles. The problem is that the Sales section , for example, contains record types that your users will need to see, e.g. contacts. you won't be able to revoke access to contacts so you'll likely need technique #2 as well:
The CRM sitemap can be customized to contain whatever you want and can even contain new areas. One feature available is to alter or create rules that show/hide areas based on record permissions. I'd recommend downloading the Visual SiteMap Editor and read this part of the CRM SDK
How to manage the security on the list , while one group users can modify all the fields of an item and one group users can only modify some of the fields.
AFAIK there isn't a way to do this out of the box, so you have to do it in code. This discussion at Microsoft's TechNet forum talks about some free and pay tools that address this need.
Then again based on your needs you might be able to do something with web forms, i.e. create a form to edit those items that allows one group to edit all fields and another group to only edit some fields. It's cumbersome since you'd have to create a form for every list you need to restrict at the column level, plus manage permissions, but with this at least you have a functional workaround.
I am developing a sharepoint 2010 project.
I want to restrict users view on lists based on their identity. (e.g. the branch of organization they work in, but in fact the ristrictions can be more complicated).
What solutions do you recommend?
With out of the box features this is not possible. You can go to great lengths to remove the list's view selectors and other navigational elements that let people cruise around a the schema and metadata for a list but it is not a security mechanism.
If a user has read permissions to an item, they'll have read access to all the fields of that item.
There is an outside chance that it you disabled all RPC mechanisms, SOAP, RESTful web services, Client Object Model and the office clients that you might be able to claim this as a security mechanism. If you don't there will always be a way around your "security" scheme.
This feature can't be implemented by SharePoint by now and I think neither for the next version
You can use a third part tool to achieve it, such as BoostSolutions' Column/View Permission or LightningTools' DeliverPoint
BTW, I work for BoostSolutions and I mentioned our own product because it works for your issue. Hope it helps :)
create sharepoint groups based upon your requirement or diffrent type of user base and accordingly give them rights may be item level or on complete list
and while doing these things just go through the following posts
http://blogs.gartner.com/neil_macdonald/2009/02/25/sharepoint-security-best-practices/
http://weblogs.asp.net/erobillard/archive/2008/09/11/sharepoint-security-hard-limits-and-recommended-practices.aspx
Not 100% sure on SharePoint 2010, but definitley for SharePoint 2007, there is not a way to do this, especially if the views are corresponding to security requirements on the columns users are able to see.
One way to work around this is have the list be not accessible by users, and then have code logic allow for access to the data creating the different "views" on the data in something like a Web Part. The downsides to this is search becomes an issue (since the data is hidden) and having multiple "views" of the data (if necessary) is also another item to work through.
I know its a very old question but posting it as it might help someone.
There is an work around to do it as described here
I find it easier, if possible, to create the view and lock it with the filters on the list settings page.
For example, I have a list of employees that includes their employee IDs. I use that list on other pages to gather data in other webparts. So I filter the employee list to [ME]. So the data is available to the page needing it to filter others and they cannot see anything else.
Now, what about the person who needs to manage that page? I create a view, call it HR. That view can see everything. Then I export that webpart with that list view on it through the designer. I then delete the HR view from the employee list.
This leaves no way for anyone to switch views and see everything again. I create a webpart page for the person who manages it, and I upload that webpart and set the view of the webpart to HR. In the end, I have a page that I lock down instead of trying to lock down views or list permissions separately.
Would you be able to have two lists that are joined. One that all users have access to and another that only certain people have access to, and then join them? Then maybe the people that don't have access to the other table it doesn't pull the information? Not sure, but I'll try that out later today.
I have created a webpart annual results.This should be available only to managers and not for developers in the home page.How to achieve it?
If you're using MOSS then you can use audience targeting, but be aware that this should only be used as a way to help people notice what's important to them not as a mean of authorizing what they can see.
If you're using WSS then you'll have to write code in the webpart to achive the same functionallity
Per Jakobsen is right, however that is still "security by obscurity". If the data is being pulled from a SharePoint list then consider security that list or the list items within that list, your users who don't have rights will still see the web part but they won't see any data.
Is it possible in a SharePoint 2007 list (MOSS, though I don't think that this is Enterprise Edition) to allow users in one SharePoint group to edit values in some fields and users in another group to edit values in the other fields?
From all the searching I've done, this does not appear to be possible, so as a fallback I'll accept answers that suggest the best way to accomplish something like this (e.g. maintain the items in separate lists, linking them by ID).
I do not have access to Central Admin, but I do have Full Control of the site. Also, this site was not configured for custom code, so besides changing list settings (and site settings) I can make changes via SharePoint Developer (but not Visual Studio).
A big THANKS in advance!
Steve
You are correct that it's not possible to set field-level permissions without custom code. Furthermore, you're on the right track thinking separate lists, though you should be aware that SharePoint list lookups are a rather weak correlation. Usable, but not exceedingly robust.
For presenting the combined data you'll want to look at SharePoint Designer's joined subviews.
Have a look at Displaying SharePoint Fields by Permission Level by Laura Rogers. This is an approach that uses SharePoint Designer.
Also see the SPListDisplaySetting CodePlex project. This is a site collection feature that needs to be installed so may not be an option.
You can customize Edit Forms for SharePoint 2007 Lists (EditForm.aspx).
With custom list definition and custom edit form you can write code to check the user and show different fields depended on the users permissions.
'a' workaround to get this functionality is to change the content type associated with a list item using workflows.
Like so:
User creates list item in content type A (limited fields).
Workflow starts, changes to content type B (all fields).
Admin gets notified, opens listitem, fills out additional form fields.
And so on..