Sharepoint List Permissions and Filtering

Question

_{Tuesday, March 19, 2013 3:50 PM}

Hello,

I am new to SharePoint and have been tasked with creating a basic help desk page.

I would like to create a list with the following permissions:

All users can create new items, but can only view and edit their own items.

The IT Staff can see and edit all items. 

Eventually I would also like the forms to be based on this as well.  For example, if a general user edits their list item, they only see particular fields, and if it is IT staff editing the item, they see all the list items.

I am currently using SP 2010 Foundation but can upgrade to Standard if needed.

If any one can point me in the right direction, I would appreciate it!  Thanks!

All replies (5)

_{Tuesday, March 19, 2013 4:13 PM ✅Answered}

Hi PHE Admin,

In your case you have to work with different permission levels and also with a specific setting in your SharePoint list (for your help desk page):

First the setting:

Go to List Settings and choose "Advanced Settings". You have the secction "Item-Level Permissions", where you are able to choose the setting "Create items and edit items that were created by the user". This wil prevent the users with "Contribute" Access to this list from change other items expect their own.

Next point is you have to give all IT stuff "Design" permissions or "Full" permissions to this list. With this permissions they are able to change all items not only their own as described before.

hope this helps.

PS: Your advanced idea of prevents users to edit only particular fields is not possible out of the box.

Best Regards

r-f

_{Tuesday, March 19, 2013 4:46 PM ✅Answered}

Hi,

Your first requirement, will be met by the answer posted by r-f.

For your second requirement, regarding different edit view based on user role, i can think of customizing the Edit form for the list with Infopath and creating the views and creating rules for displaying viewls based on User role/permissions :

Ref Link :

http://social.technet.microsoft.com/Forums/en-US/sharepointadmin/thread/8a449a5f-21fd-49a2-bb3c-1912fea79841/

Thanks,

Amit



_{Tuesday, March 19, 2013 4:36 PM}

I don't have an item level permissions option.  I'm assuming it is because of the list template I used?  I used the issue tracking template?

_{Tuesday, March 19, 2013 7:39 PM}

To meet the first requirement, user cannot edit and view other user's items: in this case, you need to break the inheritance at item level and give appropriate permission at each item. that can be achieved through event receiver - item added and item updated.

To meet second requirement, to display certain fields can be editable: this can be achieved through creating custom List Definitions - create custom edit form and need to write your logic which fields to be displayed and which not based on logged in user.

Above solution mentioned by r-f, can the fulfill the requirement for other list template than OOTB Issue Tracking list as there is no item level permission settings. (strange, as other OOTB list template(contacts, task etc. have it!!)

_{Tuesday, March 19, 2013 10:31 PM}

Thanks for all the help guys!