Here is my explanation:
Our organization has several departments, but we use the same Object. For example in the case is Account
We have already set up Organizational Roles. For Example
- Country 1 Sales Team
- Country 2 Sales Team
(I'm not allowed to give you the real name of those departments)
Each Team will handle some records in Account
So how could I filter Account based on the Organizational roles?
Like, if an employee from Country 1 Sales Team access the Account, they only see the records that their team needs to handle but not mix up with records from other teams
I hope the community could help me with this. Many Thanks!
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Hi Bao,
I think, such filter can do this
Kind regards,
Vladimir
Vladimir Sokolov,
Hi Vladimir,
That's a great idea! We tried and seems okay for now!
But, I have a further question.
As my try, a team member from Country 1 team could able to see the folder used for Country 2 Sales Team when they use the filter function. We want to separate the view of both teams and don't allow Country 1 team could see any record from Country 2 team
So, How can I able to do that?
Bao Phan,
Here you need to write Process that changes access right to record when record is added and Owner or Team are changed
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…