User-Level Access Control for Task Filters in Field Maps

[IsuriGunarathna]

In Field Maps Designer, under Tasks tab, there is the option to configure Task Filters. I would like to suggest an enhancement to this functionality by adding user-based visibility controls for each task filter.

For example, I would like “All Ongoing Tasks” filter (See the screenshot) to be visible only to couple of users who observe all tasks updates daily. Currently, once a task filter is configured, it becomes visible to all mobile workers. This allows any worker to view and potentially modify tasks that are assigned to other users, which can lead to data integrity and workflow issues.

Supervisors primarily need these filters for monitoring task status and progress, not for editing tasks assigned to others. Mobile workers, on the other hand, should ideally only see filters relevant to their own assignments.

[VenkataKondepati]

Strong idea. Task Filters are currently global, but they really need role- or group-based visibility. Supervisors need “All Ongoing Tasks” for monitoring, while mobile workers should only see filters relevant to their own assignments. This would reduce confusion and prevent unintended edits without changing underlying permissions.

[ChrisDunn1]

Hi @IsuriGunarathna,

User-specific access and visibility needs to be achieved using group sharing settings for maps and layers. The task configuration, like other map components (forms, popups, map settings, content, etc), are saved at the map level, so any user who has access to the map will see the map's content and configurations.

For the scenario you're describing, the best way to achieve it is to have one map for dispatchers/supervisors or any role who needs to see all tasks, and a separate map for mobile workers who only need to view their own tasks. The maps can use the same task layer, but have different task filters appropriate for the user. Using separate maps also gives you the opportunity to create different forms, popups, symbology, etc for the various personas in your workflows.

You can also utilize feature layer views to help ensure specific users can only see specific tasks.

You can find more information on managing access to tasks here, and some best practices for sharing maps and layers here.

Chris