Restrict Form section by assignment group
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04-25-2022 01:22 PM
Is there a way to restrict a form section according to what assignment group is assigned. The scenario is as follows -
We have two separate development teams that require two different groups of fields in order to track and process a Case Task properly. I would like to create two new section for my Case Tasks but I want Assignment group A to see section A and assignment group B to see section B to avoid any confusion on what need to be filled out. Is this possible?
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Customer Service Management

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04-25-2022 01:35 PM
Hi Mark,
You can write a display business role on that table and then control the visibility by using a UI policy or client script as per the below code by using a g_scratchpad variable. Thanks.
Display BR code-
(function executeRule(current, previous /*null when async*/) {
// Add your code here
g_scratchpad.formsectionname="false";
if(gs.getUser().isMemberOf('GroupName')){
g_scratchpad.formsectionname="true";
}
})(current, previous);
Client Script code-
function onLoad() {
if(g_scratchpad.formsectionname== 'true' || g_user.hasRoleExactly('admin'))
{
g_form.setSectionDisplay('From SectionName', true);
}
else
{
g_form.setSectionDisplay('FormSectionName, false);
}
}
Regards,
Nayan
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04-26-2022 06:46 AM
Hi Mark, My answer assumes that you want to restriction form section not for security purpose but rather user experience, if so then there are so many ways to achieve this - here are two
- You can create 2 different views one for each group and create a view rule that shows the view according to the assignment
- You can use UI policy to to hide/display section based on assignment group
Please mark my answer as ✅ Correct / Helpful based on the Impact