This same issue happens a lot:
1. I share an Advanced Find view and send the link to someone on my team.
2. They forward the link to someone else
3. But, when the second user clicks the link they get "Access Is Denied."
Since the account information in CRM is viewable by all users, I can’t think of a reason I ever wouldn’t want a user to be able to see a way that I filtered the information with an advanced find, so sharing and THEN sending a link seems like adding an unnecessary step. Wouldn't it be wonderful if the link that CRM generates, when clicked by a user, "shared" the view with them. This would cut back on complaints to our IT team "Access is Denied. What do I do?" and save time for the people creating the advanced finds so they don't have to share and THEN send a link.
Comments
When you save an advanced find you create a personal view. This is a record that stores the definition for the view (query + columns). If you want a user to be able to see a record, they must have access to it. So because this is a personal view, it needs to be shared with the user first. The alternative would be for all users to see all personal view all the time, and this would mean the list of personal views would be outrageous and unusable in large organisations. Only real option here would be for personal views to have effectively no security on them, in other words, if you know the URL / GUID then you can access a view. This would mean that Views have to be treated very differently from other CRM objects and just render regardless of who has access to them. The main UI would still need to filter the list of views so that it only showed the ones a user owns or has shared with them (or via teams), just as it does now. However, I think this would lead to users having a clunky experience of having to keep those emails sent to them that have links to views if they ever want to use them again. Find the email, click the link - sounds like a poor experience to me. Surely the effort of sharing the view in the first place is then outweighed by the convenience of the user finding the view again inside CRM later?
Category: General
Administrator on 4/17/2023 4:25:31 AM
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.