Export to Excel Access Control Per Role and Entity

[Triggerz]

Hi,

Is there a way to set the Export to Excel Access Control in the Role plus Entity? The reason behind is that I only wanted to give access to export to specific roles and specific entities only.

Thanks

[emillod]

Hello Triggerz it's possible to set permission to Export for whole role, but it'll be available in all entities to which user have access. It's possible to code custom button which will be available in background and it would export differently, but it requires custom coding.

[heint]

Greetings, Triggerz,

You can try this option:
1. Set permission for export in the target role to yes.

2. Disable export for non-admin users.



3. Create a Report (List in my case) with all necessary records, add needed fields, and try to export this list from Report panel view.

[heint]

Role permissions for the target entity the user is trying to export are required.

[emillod]

Yeah, if he have advanced pack then it's a good idea!