Filtering the records based on the user's being part of the resource group.

[Shyna1]

Hi ,

In my expense line table , i want to filter based on these conditions:

task.assigned_to.company == XYZ (AND)

task.assigned_to.company is not a part of any group whose company is ABC AND  group type is Resource.

Any suggestions on how to filter these?

Thanks in advance!

[Brad Bowman]

You can do this with a script in a before Query Business Rule, but this will always filter the list view (and maybe fields that are references to this table, related lists,...) for this table, for all users.  If you're looking for something that doesn't always apply to every user, a database view (using a single table if you can, or joining the table with itself) creates a new list view of the table (using the database view name) so you can add the Business Rule to the database view table.

[Mark Manders]

Your requirement is a little bit confusing. The assigned to is always part of 1 company. How can condition 1 and 2 ever show anything? If I'm member of company xyz, how can I be part of a company that is abc and if you have grouped your companies, xyz will never (or always) be part of abc.

If my answer helped you in any way, please then mark it as helpful.

Mark