View Permissions

While all Page Views appear in the drop-down list next to the Search button, there are 3 basic types of page views with varying permissions:
  • Personal Views (User Views) — visible only to their creator who used the Advanced Search tool to create them. Can be on Pages or Sub-Pages.
  • Shared Views (User Group Views) — visible to all users in a specific User Group because the user that created the view with the Advanced Search tool opted to share the view. Can be on Pages.
  • System Views — visible to all users unless restricted by a specific security role. Can be on Pages or Sub-Pages.
Personal Views
To create a Personal View, use the Advanced Search. The resulting View is automatically a Personal View which only you can see. Personal Views are italicized in the View drop-down. To create a Personal View in the Setup Area, set a User in the View record. See Personal Views.
 
To turn a Personal View into a System View, you must make the following changes while in the Setup area:
  1. Go to Page Views.
  2. Open the Page View record.
  3. Look for the User and User Group fields (usually the last two fields on the record detail), and clear both values so there is no user and no user group assigned to the view.
Once the above two actions are complete, the following happens:
  • The View is accessible to anyone who has permissions to the page in MinistryPlatform
  • The View is no longer be editable by using the  Advanced Search feature (it is only editable through the System Setup area)
Shared Views
To share a View with others, you can assign it to a User Group using the Advanced Search tool. The View continues to be a function like a Personal View, but others in the User Group may run or alter it. Shared Views are italicized in the View drop-down. See Personal Views.
 
To change a Shared View to a System View, see the steps above for Personal Views.
System Views
Views which have no User or User Group specified are available to everyone and may only be edited in the System Setup area. See System Views.

Page Permissions

In order to add a field from a related table, a user must have at least read access to that page. If only the record ID is visible in Advanced Search, the user's rights must be adjusted.
 
In the example below, the first User does not have permission to the Participant Type page, and the second does. Notice the second example has an expandable folder:
 

No Page Permissions
When a User has no permissions to a Page, it appears as a sheet icon. Adding it to the field list will result in an ID field (note the field name below):
 

Read Page Permissions
When a User has read permissions to a Page, it appears as an expandable folder icon. All fields in the page are available in the Advanced Search. In this example, the Participant Type table has been expanded and the fields are available for selection:
 

 

See Also

 

Last Modified: 4/4/2018

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