Restrict specific users to see records on list view

[Souvick6917]

Hi team,

Please help in achieving below requirement.

As a member of specific groups say group A and B, I will be able to view certain number of records on customer contact table. The table has field which is filtering the records I want to see.

I will only see the records which are fulfilling the condition and other records will not be available to me.

Thanks in Advance

Souvick

[Anurag Tripathi]

Toy will need 2 table level ACLs one for each group and in the condition you can add the condition for records they can see.

And 2 more acls , everything remaining same but tablename.*

[Amit Pandey]

Hi @Souvick6917 

You can use Query Business Rule to restrict records in list view. For the script, I will need complete requirement along with the fields names.

Regards,

Amit

[Souvick6917]

Requirement as below:

Table:customer_contact

Field used to filter : Account.Functional scope = INTEGRA(This is the functional scope taken from the customer_account table and available under show related fields). Total 58 records out of 5500

Only Members of 4 groups (A,B,C,D) will be able to see the 58 records and the other records will not be available. 

[Amit Pandey]

Hi @Souvick6917 

Please use this and make adjustments accordingly. I had a similar requirement and it had worked-

(function executeRule(current, previous /*null when async*/) {

    // Define the condition for filtering records based on Functional Scope
    var functionalScopeCondition = "account.functional_scope = 'INTEGRA'";

    // Define the list of groups that can view the records
    var allowedGroups = ['A', 'B', 'C', 'D'];
    var userGroups = gs.getUser().getMyGroups();
    
    // Check if the current user is a member of any of the allowed groups
    var canViewRecords = false;
    for (var i = 0; i < userGroups.size(); i++) {
        var group = userGroups.get(i);
        if (allowedGroups.indexOf(group) !== -1) {
            canViewRecords = true;
            break;
        }
    }

    // If user is not a member of allowed groups, restrict access to all records
    if (!canViewRecords) {
        gs.info("User does not have access to view records.");
        current.addEncodedQuery("sys_id=NULL");
    }

    // Add the condition for Functional Scope to the query
    gs.info("Original query: " + current.getEncodedQuery());
    current.addEncodedQuery(functionalScopeCondition);
    gs.info("Modified query: " + current.getEncodedQuery());

})(current, previous);

This Business Rule checks if the user belongs to groups (A, B, C, D); if not, restricts access to records using sys_id=NULL, otherwise, applies a filter based on Account.Functional scope="INTEGRA"

Regards,

Amit