Hide related list for other users and should only be visible to caller of incident record.

Shubh678
Tera Contributor

Let's say, I have a related list in incident form but I only want that list to be shown only for the user who is in 'Assigned To' field of that incident and list is hidden for every other user.

 

How many ways we can achieve this and what should be the best approach?

 

Any help will be appreciated!

 

Thanks in advance.

7 REPLIES 7

Writing Caller was just an example, you could just as easy set it to be for the Assigned to.

What is it I should elaborate on? Please help me understand what's unclear.
You can read up on UI policies on the Docs:

https://docs.servicenow.com/bundle/tokyo-platform-administration/page/administer/form-administration...

 

Alternate ways, would involve scripting (a Client script) and I would not recommend using it if you can achieve the same without scripting.

Thanks. let me check

Zapata221
Tera Contributor


There are several ways to achieve this depending on the requirements and situation.

1. Record-Level Security: This is the most common way to achieve the desired outcome. In record-level security, you can create a permission set or profile that restricts access to the related list to only users assigned to the incident. This is a straightforward approach, however, it does require additional configuration and maintenance.

2. Field-Level Security: This is another way to achieve the desired outcome. Field-level security allows you to restrict visibility of a specific field or related list to users assigned to the incident. This approach is more granular and can be used to control access to any field or related list on a particular record.

3. Workflow Rule: Workflow rules can be used to control access to the related list by adding a criteria to the rule that only allows users assigned to the incident to view the list. This offers flexibility and can be used to control access to multiple records.

4. Custom Visualforce Page: This approach is more advanced and requires coding. You can create a custom Visualforce page to display the related list and use Apex code to control access to the list based on the user assigned to the incident.