Conga Product Documentation

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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:

  1. Navigate to Setup in Salesforce.
  2. Click Create under the Build section and then click Objects.
  3. Click Conga Grid View.
  4. Hover over the Record Types link and click New.
  5. Enter a Record Type Label and Description.
    Note:

    The Name label is filled automatically.

  6. Choose the Profiles that you want to set a privacy limit.
  7. Click Next and then click Save.
  8. On the resulting page, click Edit next to the Privacy field in the Picklists Available for Editing list section.
  9. Select Public and Public Read Only, then remove them from the Selected Values area.
  10. 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.