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Role based custom dept and Business unit -Restrict Opty Based on Custom Field — Cloud Customer Connect
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Role based custom dept and Business unit -Restrict Opty Based on Custom Field

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edited Mar 29, 2021 9:38AM in Sales 1 comment

Summary

Custom role based custom field on custom object to be shown only on specific business unit

Content

Hello

we need to retirve all Geo-Technical cases based on Alkhabour and JUbial BUsiness UNIT only Geo Technical cases
 

we have a branch manager he access three business from Buraidah ,Najran and Riyadh,

Also he access all department under these location ,we need to add one department for different location.

how can achieve that ?

I build a custom role and I set Predicate SQL

]Name of custom role Branch Manager Custom Custom Geo

&TABLE_ALIAS.OPTY_ID IN

(SELECT OPTY_TABLE.OPTY_ID

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