Our requirement is to show all the record and report contents to a specific grou

Leela Venkata Vundavalli

A Score Level 2

over 10 years ago

Our requirement is to show all the record and report contents to a specific group of people (say admins), but all the other users outside of this group can see only requests raised by them. Can anybody please let me know the best way to achieve this and best practice?...

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0 Leela Venkata Vundavalli
A Score Level 2
over 10 years ago

Hi Angad,

Thank you for the reply.

I have implemented this in another way without creating two separate record types, by creating a default filter on the record as follows:

Record Field: initiator
Operator: includes
Value:
=if(
isusermemberofgroup(
loggedInUser(),
cons!AdminGroup
),
null,
tostring(loggedInUser())
)

I did sanity testing and this method is filtering the data properly based on the user. Is there any problem that might occur with this approach?
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0 Leela Venkata Vundavalli
A Score Level 2
over 10 years ago

Hi Angad,

Thank you for the reply.

I have implemented this in another way without creating two separate record types, by creating a default filter on the record as follows:

Record Field: initiator
Operator: includes
Value:
=if(
isusermemberofgroup(
loggedInUser(),
cons!AdminGroup
),
null,
tostring(loggedInUser())
)

I did sanity testing and this method is filtering the data properly based on the user. Is there any problem that might occur with this approach?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

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