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27 June 2011

How one can use Personalization to secure a personalized view ?

Using following steps we can make the personlized view in apps

1) Create a function in the application using “Application Developer/System Administrator responsibility”. Lets say the function name is – “View_Siva”
2) Create another function called “View_Peter”

3) Create a personalized view for Assets with certain search criteria and sorting order. If you want Siva to be able to see this view, assign a securing function “View_Siva” in the Securing function field for this view (I have circled it in the figure).
4) Add the function “View_Siva” to the responsibility, where Siva the user has access.
5) If you do not want to give Peter access to this view, create a separate responsibility for Peter and do not assign the function “View_Siva” to the responsibility that Peter has access.
6) You can create another personalized view with a different search criteria and sorting order and provide “View_Peter” as the securing function. You can assign this function to the responsibility that Peter has access to.
7) You can create a 3rd responsibility for James and assign both functions “View_Siva” and “View_Peter”. Then James can access both the views.

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