Here’s the requirement. I have a forms library to which all users must be able to submit forms. Once the incident report is submitted, users should only be able to see their own forms.
There are 7 classifications of “incidents”. These incident codes and the primary person responsible for handling them are in a separate SharePoint list.
Additional requirements: the forms cannot be moved to another forms library.
Here’s what I’ve tried so far.
On the actual form library page, I have the My Documents view set as the default view. I’ve disabled the save this view and view selector menu in the Miscellaneous section of the Edit Web Part section.
I added a second web part of the library to the page and set target audience to the VP & Facilities manager who need access all forms… this web part has the All docs view.
However, I began to wonder if it would be better to create a Web part page to show these views. So on the first page add 4 web parts. the first web part is the form library with My Documents view using the current user filter (2nd web part) to display forms only to the logged in user. I then added a 3rd web part (the All Documents view of the forms library) and connected it to a SharePoint List Filter web part. This filter uses the external list containing the Incidents codes and the person responsible for each code. The filter user the Incident code field from the list (the user can select it right now), and the library is then filtered to only show forms of that Incident Code.
What I’m wondering is how to set the audience on the 3rd/4th web part? If the incident code is Employee Accident for instance, only the worker’s comp rep from HR and the VP for Admin Services should see these forms. I can create SharePoint groups for each incident code which could be used for Audience targeting.
Would it be better to create a separate web part page for each group? or is there a way to conditionally target the result based on the Incident Code selected? (it would need to be OOTB or maybe using JS link as I am not a developer and don’t have access to one).
Any thoughts/assistance would be greatly appreciated.
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Okay didn’t realize I could do that – thought if I turned off folders they were off for me too. Good to know there. When you say create them manually are you meaning through PowerShell or can I still do it through the GUI?
I know I don’t have that library indexed, intentionally. As a general practice, if I’m planning to restrict view of forms in a forms library, I don’t have it indexed.
Yes, I knew that views didn’t actually security trim the library. That was why I created the webpart page that does have restricted permissions (to the SharePoint Group). The form library web part is audience targeted to the SharePoint Group. Is there something more I need to do on the web part page to have it properly security trimmed?
