Skip to main content
Topics#Reports & DashboardsFrage von Steve Thurston
Steve Thurston (Steve Thurston Salesforce Consulting Services) fragte in #Reports & Dashboards
10. Mai 2018, 19:37

Enable the Editing of Reports but not Creation

I am looking to enable Users to modify report run dates but not create new reports or edit existing ones.  All community answers said this wasn't possible, but then I stumbled upon the following Salesforce KB article that seems to indicate that exactly what I want IS possible:

 

https://help.salesforce.com/articleView?id=000239593&type=1

 

Users without 'Create and Customize Reports' permission have 'Edit' option on reports

 

Knowledge Article Number:  000239593

 

Description:  You may find that users who do not have "Create and Customize Reports" permission, do have an "Edit" link allowing them to modify the search criteria. This is by design and allows the user to review report filter options. 

 

Resolution:  These users are not permitted to save or run the report with the altered filter criteria so no action is required. If the user would like the report criteria modified, they may submit a request to an administrator or other authorized user. 

 

What magic is this?  What combination of permissions enables this?
4 Antworten
  1. Anto Nirmal (DTNA)
    10. Mai 2018, 20:10
    Without 'Create and Customize Reports' permission, the users will lose the Customize report option.

     

    Of course they can change the existing filter and groups in the report view.

     

    But the funcitonality is very minimal compared to customize option allowed to play around in the report.

     

    Please find the screenshot for the same:

     

    Without 'Create and Customize Reports' permission, the users will lose the Customize report option. Of course they can change the existing filter and groups in the report view.

     

    Hope this helps. If you have any more questions please let us know.
Antwort schreiben...
0/9000