Forum Discussion
Tad Amore
Jan 16, 2024Copper Contributor
Microsoft Lists views Permissions
We're using Cognito Forms and Power Automate to feed data into a Microsoft SharePoint list, which serves as the work base for my team. Additionally, we need to collaborate with a third-party organization, granting them access only to specific items on this list. This access is based on a particular status marker; when an item is tagged with this status, they should be able to view it. Initially, I considered using Power Automate to synchronize a secondary SharePoint list containing only the items with this status. However, this approach proved challenging to implement effectively. Another idea was to establish a second connection to the Cognito form, filtering to include only items marked with the status. The issue here is that the form isn't always completed accurately, and the status can change post-submission, making this method unreliable. My latest thought was to create a specific view in the existing list, restricting the third-party access to this view, but I haven't found a way to do this. I'm seeking advice on how to achieve this selective access and am open to other suggestions.
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Hello Tad Amore
you can't set list view permissions.
You can use item level permissions for each item, you can set this with Power Automate: https://learn.microsoft.com/en-us/sharepoint/dev/business-apps/power-automate/guidance/manage-list-i...
Please attention the limits and boundaries: https://learn.microsoft.com/en-us/office365/servicedescriptions/sharepoint-online-service-descriptio...
Best, Dave