HR case visibility based on creation

[Apaul]

HR case needs to be restricted. USA and Canada agents can see those cases which are raised in their region. They can't see other region cases. Also we need to exclude ER from this scenario. Any hints on how to do this? is possible using COE securing config or query bR needed. ACL is the last option I believe.

[Shraddha Kadam · Accepted solution]

Hello @Apaul ,

If USA and Canada agents are available in the groups, then you can use the COE Security policy. Otherwise, you can go with the Query Business rule.

[glideFather]

Hi @Apaul,

ACL is the most secure way, if you don't want to do the ACL you can go with Display BR, or you can get the records visible on some other conditions - e.g. category, location, assignment group, etc.

[Shraddha Kadam · Accepted solution]

Hello @Apaul ,

If USA and Canada agents are available in the groups, then you can use the COE Security policy. Otherwise, you can go with the Query Business rule.

[Ankur Bawiskar · Accepted solution]

@Apaul 

This can be efficiently handles using COE Security Policy and you need not play with Query BR or ACL

HR Security Evaluation: ACL's and COE Security Policies 

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