For confidentiality reasons or to simplify your applications, it is often useful to be able to limit user access to only the data assigned to them, for example to create an extranet / customer portal for your customers or suppliers, or to make sure field service technicians have access to their tasks but only to them and not to the main database.
Let's take the example of field service work.
To allow technicians to only access their work orders without accessing the main database, you can follow these steps:
Add an “Assigned to” field in your task table and assign the userID of each technician to the corresponding task.
Create a new view called “My tasks” and apply a dynamic filter based on the logged in user. To do this, use the filter function that compares the “Assigned to” column with the login of the logged-in user, with the option "Contains the TimeTonic @ID of the user"
From the home page, create a new workspace that all technicians will share
Go back to your work order workspace and share the filtered view “My tasks” in this new common workspace. To do this, use the "Share" > "Share view in another workspace" option and choose the new workspace you have just created.
Invite your technicians to the common workspace. They will only see the "My tasks" view.
In this way, each technician will only have access to their field service tasks in the common workspace, without being able to access the main database or the information of the other technicians.
Note: you can add as many views to this workspace, which will remain isolated from the main databases.
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