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11-23-2022 10:55 AM
Hi Community,
I have a Widget that shares a List of Case tickets related to the account of the log in Customer in Service Portal,
This Widget will provide the capability to have a filter at the top of the list so the Customer can filter own tickets,
BUT what I need is to have a query filter "not available for Customer" that will restrict some records "set up on the back end or server script" to the customer evendow Customers have main filter on the Widget, the idea of this is to hide specific records to the Customer without Customer knowing they can filter for them,
Do you guys have any idea on how to make it possible?
Thanks!
Solved! Go to Solution.
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11-24-2022 11:35 AM
Hi Aldo,
This sounds like a case where you can set up a Before Query Business Rule on the Case table to restrict those records you don't want a Customer to view or filter for.
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11-24-2022 11:35 AM
Hi Aldo,
This sounds like a case where you can set up a Before Query Business Rule on the Case table to restrict those records you don't want a Customer to view or filter for.
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11-25-2022 02:57 AM
@AldoConvene CSM has some very Granular access rules so you might need to create this if the OOTB roles are set up correctly - can you provide more info?
@Jesalyn S is right though if OOTB doenst do what you need on query BR is the way to go here