View/Edit based upon field value
Just to confirm, how can I set up an application so that: if the user from Group X is selected from the "Assigned to" field, he/she can view that record and update it. SO the user would be able to view records that are assigned to them..
If the user is not selected, then he/she neither view or edit record.
Thanks in advance...
In this case you would need to configure a Manual Record Permission field, where you would need to add the necessary groups with Read/Update rights. When that user/group will be selected in a record, then only they'll able to view/update the record. Also you can define rules if needed.
Also verify that this restricted group is not listed in any Automatic/Inherited Record Permission fields in that same application/questionnaire.
Just to follow-up on your response. The functionality I am looking for is to be able to view/edit the record based on the user that was selected in the field. Not based on the group. Can you please assist with this issue?
The only difference would be that you need to check the "Show Users" option inside the Record Permission fields for all the respective groups you've chosen inside it. This will allow you to choose User(s) who're member of that group.