How to show only records related to the logged in user. Hide all unrelated cases/records/data

[Misha6]

Hey all,

I am after a way to make it so that a group of users can only see cases/records related to them. Such as with Tasks, INC, Req, etc the users should only be able to see cases that they are:

• The Requestor/Opened by
• The Affected contact
• Part of the Assignment group the case is assigned to
• The Assigned to
• Part of the company the case is under

I managed to almost get this working using a Data Filtration. I used conditions such as "Assigned to IS NOT logged in user", "Requestor IS NOT logged in user". This worked for most of these but Assignment Group. Users can have more than 1 assignment group but there is no option for "Assignment group IS NOT ONE OF users assignment groups". So i had to use a script for each assignment group up to 10, which means this wont work for users with more than 10 assignment groups.

If anyone has any ideas on a different approach to this issue or a way to make this Data Filtration work, that would be appreciated. I went with Data Filtration as it happens before ACLs. I know ACLs could do this but we have a lot of ACLs already so i was hoping to avoid that route so another option or a simplified ACL suggestion or something would be amazing.

(Hopefully i posted this in the right area, if not please let me know)

[Vishal Birajdar]

Hi @Misha6 

Have you tried Before Query Business rule...!!

Before query BR might help you...