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Zorluk: KolayDashboard Running User and Visibility Settings

An administrator needs to create a single sales dashboard that automatically filters and displays data according to the logged-in user's individual record access permissions. Which setting should the administrator configure for the dashboard?

  1. Set the dashboard running user option to "Run as the viewing user".Cevap
  2. B
    Set the dashboard running user option to "Run as specified user" and select the System Administrator.
  3. C
    Enable "Grant Access Using Hierarchies" on the dashboard folder properties.
  4. D
    Change the Organization-Wide Default sharing setting for Dashboards to Public Read/Write.

Cevap

Set the dashboard running user option to "Run as the viewing user".
Configuring a dashboard to "Run as the viewing user" creates a dynamic dashboard. In a dynamic dashboard, data is displayed according to the security access settings of the logged-in user who opens the dashboard.

Adım Adım Çözüm

1
Identify the requirement
The requirement asks for a single dashboard that dynamically restricts shown data to each individual viewer's record access level.
Different users viewing the same dashboard should see metrics derived only from records they have permission to access.
2
Select the correct Dashboard Running User setting
Configuring the dashboard as a dynamic dashboard by setting the running user to "Run as the viewing user" enforces individual record security context.
Dynamic dashboards adjust data display dynamically based on the permissions of the logged-in user viewing the dashboard.

Anahtar Kavram

Dynamic Dashboards and Viewers' Security Context
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Dashboard Running User and Visibility Settings

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