Restrict the user access based on the solution assigned on the opportunity revenue line — Cloud Customer Connect
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Restrict the user access based on the solution assigned on the opportunity revenue line

in Sales 2 comments

Summary:

Requirement: Field-Based Edit Restriction on Opportunity Revenue Lines

We have created a custom field named "Solution" at the Opportunity Revenue Line level in Oracle Sales Cloud. The objective is to restrict users from editing revenue lines based on the value of the "Solution" field and the user assignment.

Scenario:

  • An Opportunity contains multiple Revenue Lines, each with a value in the custom "Solution" field (e.g., Cybersecurity, Networking, etc.).
  • We want to assign specific users to specific "Solution" values (e.g., User A is responsible for Cybersecurity).
  • The requirement is:
    • User A should only be able to edit Revenue Lines where the "Solution" is 'Cybersecurity'.

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