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Restricting items for specific roles

edited Feb 25, 2020 1:42PM in Ask A Guru 1 comment


I want to restrict items in SO transaction for particular role 'ABC' but should be visible for 'XYZ' along with other items. I created checkbox 'restricted' on item.

I followed following steps:

1. Created an Item saved search that displays list of items with restricted items 'false'.

2. On the Custom forms, under  Sublist Fields sub-tab, chosed the Saved search on the Item Filter dropdown

3. Under Roles subtab, marked the checkbox as preferred for the Role 'ABC' as search criteria is restricted false.

While testing i observed this is not taking Role consideration. It has restricted item for both roles.

Please suggest how it can be done.


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