What's new in Customer Journeys?

Connect and learn more!
Restrict buyers to see negotiations throughth DFF — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Restrict buyers to see negotiations throughth DFF

Question
14
Views
0
Comments

Summary:

The expected result is group the negotiations by category and allow buyers to see and edit negotiations from a particular category.

Our principal idea is to create a Business Unit for each category (There are 5 of them), and then by the agent task control the access for each buyer. But we want to avoid that and look for another solution.

Another solution to acomplish that is clasiffy the negotiation by a DFF. Then allow by Data roles the access to the negotiations document that has complete the DFF with a category value. Creating a Data Role and Role for each category. To acomplish this we are using "Custom Criteria" to filter the access in the "Buyer" Job Role with a role.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!