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How to filter accounts based on sales account type field using access group or custom predicates — Cloud Customer Connect
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How to filter accounts based on sales account type field using access group or custom predicates

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edited Dec 15, 2021 11:52AM in Sales 2 comments

Summary:

How to filter accounts based on sales account type field using access group or custom predicates

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Hi All,


We have requirement to have different types of HZ_Party records . Customer, Prospect and supplier. We have to ensure that user with Supplier role can only see account with Salesprofiletype = Supplier and they should not see any other types of accounts like customer or prospect.

TO achieve this we tried custom predicate as below

Name : CUSTOM_SDH_01_SUPPLIER

Display Name : Custom SDH Access the sales party for table HZ_PARTIES for all Supplier

Description : created custom predicate for SDH supplier only records

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