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Default view for Document Library based on group membership? RRS feed

  • Question

  • Is there a way to create a different default view for a document library based on group membership? I'm trying to create an online leave submission request form using Sharepoint & InfoPath and I would like general staff to only be able to view their own submissions while supervisory staff should be able to view all form submissions. Thanks in advance for any assistance that you can provide.

    Monday, March 16, 2009 9:42 PM

Answers

  • Views cannot be secured, and you cannot have different default views based on role.

    What you can do however is use the Content Query Web Part (CQWP) or a DataView to show their personal data on a given page.  Then you can show the supervisor data with an audience set so that it will only show to members of that group.  This is what I've done when faced with similar requirements.  

    SharePoint Developer | Administrator | Evangelist -- Twitter - https://twitter.com/next_connect -- Blog - http://nextconnect.blogspot.com
    Monday, March 16, 2009 11:05 PM
  • Hi,


    As Mike said, there is no security at View level so you can't restrict access to Views to particular user groups. You can only
    create different lists so that only specific groups can view them.

    For your scenario, I think you can use Windows SharePoint Services 3.0 Application Template: Absence Request and Vacation Schedule Management, after installing the template, you should reset the permission of the sub site with the Absence and vacation template, for detailed steps, please refer to this thread: http://social.technet.microsoft.com/forums/en-US/sharepointadmin/thread/8f47c845-16ae-4c8e-b5e1-a8b80d44d72c

    If you want to users can only see their own pending approval, you should modify the item-level permission of the list "Absences" to read access only their own item from List Setting > Advanced Settings> Item-level Permissions.

     

    Hope it helps.

     


    Xue-Mei Chang
    Wednesday, March 18, 2009 3:58 AM
    Moderator

All replies

  • Views cannot be secured, and you cannot have different default views based on role.

    What you can do however is use the Content Query Web Part (CQWP) or a DataView to show their personal data on a given page.  Then you can show the supervisor data with an audience set so that it will only show to members of that group.  This is what I've done when faced with similar requirements.  

    SharePoint Developer | Administrator | Evangelist -- Twitter - https://twitter.com/next_connect -- Blog - http://nextconnect.blogspot.com
    Monday, March 16, 2009 11:05 PM
  • Hi,


    As Mike said, there is no security at View level so you can't restrict access to Views to particular user groups. You can only
    create different lists so that only specific groups can view them.

    For your scenario, I think you can use Windows SharePoint Services 3.0 Application Template: Absence Request and Vacation Schedule Management, after installing the template, you should reset the permission of the sub site with the Absence and vacation template, for detailed steps, please refer to this thread: http://social.technet.microsoft.com/forums/en-US/sharepointadmin/thread/8f47c845-16ae-4c8e-b5e1-a8b80d44d72c

    If you want to users can only see their own pending approval, you should modify the item-level permission of the list "Absences" to read access only their own item from List Setting > Advanced Settings> Item-level Permissions.

     

    Hope it helps.

     


    Xue-Mei Chang
    Wednesday, March 18, 2009 3:58 AM
    Moderator