Hiding Columns in SharePoint Lists & Libraries Using Permissions

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  • Опубликовано: 2 авг 2024
  • Within this video, we will first determine that (at the time of publishing this video) there's technically no out-of-the-box option to hide certain columns - we can easily set permissions at a document or list item level (although that's only recommended in unique scenarios), however not at the column level.
    We will then demonstrate a clever trick which sees us to split sensitive information into a separate list, which is then locked down to a specific set of users. The lists are then linked via a lookup column, allowing the entire team only visibility of the core list, but the Site Owners can view the sensitive information AND the core information within the second list.
    To finish the demo, we will then use audience targeting to hide navigation link to the core list from the Site Owners, so that they don't also see the unnecessary core list in the Quick Launch Bar. There's no need to hide the second list's link from the rest of the team - security trimming will do it's job here, as it will hide links to any lists or libraries to which the current user has no permissions.
    If you have any questions, or requests for further videos, please feel free to get in touch.
    learn@3grow.net
    3grow.net/contact-us
    Thanks for watching!
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Комментарии • 18

  • @ganeshvlogs2104
    @ganeshvlogs2104 3 месяца назад

    Very good information

  • @WilsonC15
    @WilsonC15 4 месяца назад +1

    Appreciate your video! There is a problem with lookup in that it requires manually selecting the lookup item from the main list, so this is best suited for use cases where the lookup item is not a long list else is hassle need manually look for item. I would recommend automate add or update the item for specific columns is better.

    • @3grow
      @3grow  3 месяца назад

      That’s true, the selection process would be cumbersome if there were too many items in the lookup list. This can easily be rectified by customising the list’s form through Power Apps and adding a search text box alongside the lookup column; or, better still, bringing both lists into a single app/form, so no selection is required at all, and the items are “connected” automatically when submitting.

  • @oscarribeiro8896
    @oscarribeiro8896 4 года назад

    Spretty good, I'm glad to see there are new videos coming up about SharePoint. I'm just starting to learn but it seems that the little tricks like activating these packages are what matter the most

    • @3grow
      @3grow  4 года назад

      Oscar Ribeiro Thanks for the feedback. That’s exactly what we’re going for with most of our videos - tips and tricks that you’re unlikely to find elsewhere, which come from many years of real-life experience!

  • @tausifjamkhandi1597
    @tausifjamkhandi1597 4 года назад +1

    Nice idea russ 👍 thank you for sharing it.
    Just a feedback: voice in the vdo is little low

    • @3grow
      @3grow  4 года назад +1

      Tausif Jamkhandi Thanks for the feedback - I must’ve had my volume all the way up when I tested it 😉

    • @tausifjamkhandi1597
      @tausifjamkhandi1597 4 года назад

      @@3grow
      No worries its still fine and all your vdos are really informative thank you

  • @fotisdiamantopoulos8126
    @fotisdiamantopoulos8126 2 года назад

    great info, can we apply sharepoint server publishing infrastructure for a communication site as well?

    • @3grow
      @3grow  2 года назад

      Unfortunately you can’t activate the SharePoint Server Publishing Infrastructure feature within a Communication Site, however audience targeting is now available for use with links on the Hub Site navigation and Current Navigation (the horizontal nav normally found just to the right of the site title), albeit only for M365 Groups and AD Security Groups, not SharePoint Permissions Groups.

  • @dodecafono
    @dodecafono 2 года назад

    Hello! Thanks for this useful tip. I have a question. Could you tell me if an user updates a list, the other linked list will update too? I want to achieve the same as you showed in this tutorial, but the actual list that I'm working in will be updated by some users with a given permission. Hope you can understand my question. Thanks in advanced and thanks again for you useful content.

    • @3grow
      @3grow  2 года назад

      Thank you for your comment, we’re glad to hear you found the video useful.
      I’m not sure I fully understand your question I’m afraid, however hopefully the answer below will be appropriate:
      If a user updates a record within the lookup list, and record in the other list which references that lookup will reflect those changes in any other columns being brought over by the lookup. As long as the user making the updates has at least edit/contribute permissions to the lookup list, this will work fine.
      Please let us know if this doesn’t answer your question and we’ll try again!

  • @cloudserver4180
    @cloudserver4180 4 года назад +1

    how to hide power apps,Automate menu items and Add new columns options except to owners group.TIA

    • @3grow
      @3grow  4 года назад +1

      The first thing to try is changing the permission level of the Site Members group from Edit to Contribute (this is explained in another of our recent videos). This will certainly stop those users from adding columns, or making other changes to the settings of the site’s lists and libraries.

  • @shabihulhasnain1164
    @shabihulhasnain1164 9 месяцев назад

    Hi, it was informative, what about if someone has the link of the list copied and they put it in the browser. would that open the hidden list? Also advise if there is a way to hide a saved list from a user when he/she has access to the default list of that section.

    • @3grow
      @3grow  3 месяца назад

      If a user has no permissions to the list, there is absolutely no way for them to access it, whether that’s via a link or search.
      I don’t quite understand your 2nd question. Please could you elaborate?

  • @ArtandLifestyle-t4z
    @ArtandLifestyle-t4z 2 года назад

    Could u tell me can we hide list view or it should not be accessible to one of value in column rest can view.
    For der is list abc
    Subsidiary name as column
    Laip( dis is not created by user or user , you can say it is drop down field in form)as record
    So record with only dis should not view list

    • @3grow
      @3grow  2 года назад

      I’m sorry, I’m struggling to understand your query…