Hi @LaraReddy
Certainly, we need the ACL to provide access to the record initially.
Regarding the OOTB business rule, customization is required.
Below is for the requirement custom role [temp_access] user able to see only incident related templates.
(function executeRule(current, previous /*null when async*/ ) {
if (gs.hasRole("temp_access")) {
current.addEncodedQuery('table=incident');
return;
}
roTemplates();
})(current, previous);
function roTemplates() {
var query = "global=true^ORuser=" + gs.getUserID() + "^ORgroups=javascript:gs.getUser().getMyGroups()";
current.addEncodedQuery(query);
}
If you want to grant access to all templates in the Incident table and also allow users to access templates shared with them, use the adjusted code below:
(function executeRule(current, previous /*null when async*/ ) {
roTemplates();
})(current, previous);
function roTemplates() {
var query = "global=true^ORuser=" + gs.getUserID() + "^ORgroups=javascript:gs.getUser().getMyGroups()";
if (gs.hasRole("temp_access")) {
query += '^ORtable=incident';
}
current.addEncodedQuery(query);
}
Cheers,
Tai Vu
