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How to create a rule to restrict requesters when creating a requisition

Summary:

The client needs to create a rule to restrict the available requesters (Enter new Requisition) when the person type is Consultant or based on a specific custom role.

We performed some tests using Sandbox, but we were only able to hide the field based on the custom role. However, the expected behavior is to restrict the values returned. For example:

  • Person 1 has the custom role.
  • Person 2 does not have the custom role.

Therefore, when searching for requesters, only Person 1 should be returned.


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