Our challenge is that it works fine for Admins but for other users with less permission (although edit access to the launching record and "Run Reports" permissions,) the Record ID doesn't get applied as a filter, and they just get the full, unfiltered report.
The report URL does show the filter parameters w the Record ID. And, when "logged in as", although we get the full report, we can manually add a filter using the Record ID visible in the Report URL, and it filters as expected - so the user does have the permissions for those actions.
I'm not finding info about what other permissions need to be modified - any suggestions would be much appreciated!
Here's a Salesforce help article that details the process and says "run reports" is the only permission required: Filter Reports Via URL Parameters in Lightning Experience (https://help.salesforce.com/articleView?id=reports_filter_url.htm&type=5)
Thanks in advance!
8 answers
Hi Jay,
In addition to everything recommended here, I'd elaborate to say: check the field level security for the affected user's profile/permission set on the custom "Case_RecordId" field on the Treatment_Plan custom object. They need at least "view" access for this field. They also need read access to the object this lookup field points to.
