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Demonstrate Different Layouts/Fields based on Sales Territory

in Sales 4 comments

Summary:

Does anyone know how to do territory-based layout in redwood? We are trying to show different panel layouts based on the logged in users territory, and show different fields on the edit/detail layout based on the logged in users territory in Redwood UI. Here are the example user and territory with two use cases

Territory A, B and C, they don't overlap with each other.

Example User: User A, belongs in Territory A, but not in Territory B or C.

  1. Show Layout A with lead records within territory A for logged in User A (who is in territory A), but show Layout B with lead records within territory B for logged in User A (who is not in territory B)

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