After adding records, if a message "Failed to load record details. No privilege to proceed." appears and I cannot view the record

Article Number:040258

After adding records, if a message "Failed to load record details. No privilege to proceed." is displayed, it is likely that the user who created the records do not have view permission for the added records.

Check the permissions for apps and records, and allow view permission to the user who create records.

Configuring permissions for apps

  1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  2. On the App settings screen, select the App settings tab, and then click App under Permissions.

  3. Set view permission for records to users to whom you want to grant the permission.
    Example: Granting view permission for records to all users

  4. Click Save on the upper left side of the screen.

  5. Click Update app at the upper right of the screen.

  6. On the confirmation dialog, click Update app.

Configuring permissions for records

For each record, configure users who can view the record. Using values of a field as conditions, you can set different permission for each record.

  1. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  2. On the App settings screen, select the App settings tab, then click Records under Permissions.

  3. In the Target records in priority order section, specify the condition for the permission setting to be applied to records.

  4. In the Assign permissions for users, groups, and departments section, select the users to whom you want to give the permission and select the View checkbox for them.
    Example: Granting view permission to the record creator when the text field has "aiueo"

  5. Click Save on the upper left side of the screen.

  6. Click Update app at the upper right of the screen.

  7. On the confirmation dialog, click Update app.