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Ristrict View/Edit user access to a request type

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JudyZhu
Super Contributor.

Ristrict View/Edit user access to a request type

Our customer raised a request to restrict View/Edit user access for a request type based on both security group and user.

 

For example, there is a field named "Supplier". If the value of this field is A, then only the users matching either of below conditions can view/edit the request:

 

1. belong to security group "Supplier Lead for A"

or

2. belong to security group "Supplier PM for A"; AND, the user is in another field "Supplier PM" of this request.

 

We plan to add a hidden field to populate the security groups based of "Supplier". For exampe, if A is selected as Supplier, then the rule will populate two security groups in the hidden field: "Supplier Lead for A" and "Supplier PM for A". Then we add the token for the hidden field in User Access tab of this request type.

 

However, how to restrict for Supplier PM?

 

Any suggestion?

 

Judy

2 REPLIES
Mohit_Agrawal
Outstanding Contributor.

Re: Ristrict View/Edit user access to a request type

Hi Judy,

 

If you are only giving the tokens of "Supplier Lead of A" and "Supplier PM of A" under the User Access tab of the request type then why would it be editbale to the "Supplier PM".

 

 In case you need to give the token of "Supplier PM" under User acess then you can uncheck the EDIT Request check box..

 

Thanks!!

Mohit

SureshR
Super Contributor.

Re: Ristrict View/Edit user access to a request type

I think you have done with the required change. What issur you are facing now. You can apply the field level security for Supplier PM field to restrict.

 

Cheers!