Queries control visible records

Queries with filtering can be used to control the records that are visible in navigation items, query sections, and through Find and Add actions. You can craft queries so that users only see the records that you want them to see.

Limiting user access to records this way has one important advantage. It gives you a great deal of flexibility in how you filter a user's view of records. However, it has enough drawbacks that you should only use this technique as a last resort. Here are some of the problems with this technique:

  • Because multiple queries must be made consistent to present a consistent view of the data, errors are more likely when you use this security technique than with other security techniques.
  • Because the policy that controls the records that a user is allowed to see may be replicated in multiple queries, this technique makes it difficult to keep the policy consistent when you change it.