Catalog item segregation query

Jaya9
Tera Contributor

Hi , 

 

I have created a catalog item and it is collecting information in 2 sections like 1st section for banking and it has 4 variables like account no , user id etc , 2nd section related to general information and it has variables like address etc .

Once the catalog item is submitted it creates a request . Now the requirement is as soon as the request is submitted it should go for approval for 2 different groups (banking and general) and banking group should be able to see only the information of 1 st section i.e banking rest information should not be visible to them (i.e general info should be hidden from them).And , if both groups approve it then flow should proceed and if anyone rejects flow should end  Is it possible to achieve this if yes how ?

 

Thanks for help in advance.

Regards,

Jaya

1 ACCEPTED SOLUTION

Rahul Talreja
Mega Sage
Mega Sage

Hi @Jaya9 ,

Since the approval groups are not the part of catalog item form, so its bit difficult to achieve this via a UI Policy.
You can achieve this by the client script by implementing below Pseudo code:

If( LoggedInUser is member of Banking Approval Group)
{
Set Section Display to false for section 2(i.e. General Info)
}
Else If(LoggedInUser is member of Banking Approval Group)
{
Set Section Display to false for section 1(i.e. Banking)
}
Please mark my response correct/helpful as applicable!
Thanks and Regards,
Rahul

View solution in original post

2 REPLIES 2

Dr Atul G- LNG
Tera Patron
Tera Patron

HI @Jaya9 

 

Till approval it is good, but I doubt we have any action to hide the information. Or what you can do create a UI policy / client script to hide these values basis on different role or member of group.

like

 

If group = Banking

Variable visible false.

 

I am not coder , but I guess this way you can do.

 

 

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Rahul Talreja
Mega Sage
Mega Sage

Hi @Jaya9 ,

Since the approval groups are not the part of catalog item form, so its bit difficult to achieve this via a UI Policy.
You can achieve this by the client script by implementing below Pseudo code:

If( LoggedInUser is member of Banking Approval Group)
{
Set Section Display to false for section 2(i.e. General Info)
}
Else If(LoggedInUser is member of Banking Approval Group)
{
Set Section Display to false for section 1(i.e. Banking)
}
Please mark my response correct/helpful as applicable!
Thanks and Regards,
Rahul