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06-22-2017 08:12 AM
Hi,
I am trying to create a module for specific user that list all hr cases and hr tasks for their location. I have created a group and a role for these users and and assigned hr case reader and hr task reader roles. The individuals in this group are at different locations/companies and I want them to only be able to view for their location. I have tried a couple of arguments I found online but they have not been successful.
Does anyone have any suggestions to get this to work?
Link type: List of records
Table: Task
Filter: Active is true or false
Task type is HR Case or HR Task
Arguments: company = javascript:gs.getUser().getRecord().getValue('company')
Thanks,
Lorenzo
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07-12-2017 01:19 PM
hi lorenzo
i would propose to do this with ACLs. The thing with configuring a list view is, that the records would still be all available for all users (via search or via modifying the filter). If you configure an ACL for this, the records are strictly restricted to the relevant role.
Read here how to set up such ACL rules: Create an ACL rule
Be careful, modifying ACLs require some experience.
Best Regards
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07-21-2017 11:42 AM
Lorenzo,
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Thanks,
Shivani Patel