Limiting View Privacy Choices for Users
You can limit which View Privacy choices are available to Standard Users.
To limit which Privacy options your users have when saving a view, create a new record type for the Conga Grid View object:
- Navigate to Setup in Salesforce.
- Click Create under the Build section and then click Objects.
- Click Conga Grid View.
- Hover over the Record Types link and click New.
- Enter a Record Type Label and Description.Note:
The Name label is filled automatically.
- Choose the Profiles that you want to set a privacy limit.
- Click Next and then click Save.
- On the resulting page, click Edit next to the Privacy field in the Picklists Available for Editing list section.
- Select Public and Public Read Only, then remove them from the Selected Values area.
- Click Save.
The profiles where you selected to have your new Record Type as the default should see the Private option only when you save views.