set list view with workflow

  • 7 October 2019
  • 3 replies
  • 0 views

Badge +1

Hi, Anyone has idea how to set list view or filters on a list with Nintex Workflow?   My goal is : The items on the list can be seen only by the person who created it.


3 replies

Userlevel 6
Badge +22
Hi,

The best way to acheive this would be to set permissions on the item so that only the user you want to see the item can see it.
Badge +12

@Fynn ....If you're goal is only to achieve that your user should only see those items that were created by them then you don't need workflow to do it. Try below steps:

 

  • Create a custom permission level for your users. Use Edit or Contribute permission as a template
    • Keep all the permissions you see in list permissions and site permissions
    • Remove all 3 settings from personal permission
  • Create a view which will have filter option ----> Created By = [Me]
  • Also go into your list settings and disable the option for quick edit (this will restrict them to open items in datasheet view)

 

The only con in this is if you're user has a direct URL of that list item. Based on my experience I'll advice you not to use item permissions. It gets really messy sometimes.

Badge +1

@kunalpatel  Thanks, it helps me a lot!

Reply