ScenarioThe Research department has an Ideas Library. The following are the constraints:
How to do this?The common way of view creation with a filter does not work here since the user may change the view. Plus the item filtering options for Lists & Survey Lists are not available for document libraries.UsersThe following are the users involved in this scenario:
SolutionsThere are 2 solutions for this problem:
We can try the second approach.StepsStep 1 : Create UsersThe first step is to create the following users in Active Directory or in User Accounts:
Step 2 : Create LibraryCreate a new document library named Ideas Library and set contribute permissions for all users.Step 3 : Modify ViewOpen the Library and click on "Library" tab > "Modify View" button.Modify the default view of the library by setting the filter to [ME].Click "OK" to save changes.Step 4 : Upload DocumentsOpen another browser & login as Engineer 1. Upload a document. Repeat the process for Engineer 2.Now there are 2 documents, but each engineer can view only their documents.Step 5 : Create PageNow create a new page.Set the name of the page as "All Ideas Page".Choose the "Insert" tab > "Existing list" option.Choose the Ideas Library and click the "OK" button.Save the changes to page.Step 6 : Set Page PermissionsNow choose "Page Permissions".Choose the "Stop Inheriting Permissions" optionDelete existing users & add only the "Research Head" user.Click the "Ok" button to save the changes.If the buttons are not enabled, you might need to refresh the page.Step 7 : Test the PageYou can open the page from "Site Actions" > "View All Site Content" > "Site Pages" library.Now you can try logging in as Research Head & the page should display all the document items.So this concludes our article. Now the engineers can post their ideas, without seeing each other's. The Research Head can view all the submitted ideas. All are happy.Referenceshttp://bit.ly/10uiVpB SummaryIn this article we have explored a real-world scenario of setting permissions for views, although not directly.
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