HR case visibility based on creation

Apaul
Tera Contributor

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.

2 ACCEPTED SOLUTIONS

Shraddha Kadam
Mega Sage

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.

 

If my response was helpful, please mark it as correct and helpful.
Thank you.

View solution in original post

Ankur Bawiskar
Tera Patron
Tera Patron

@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 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

View solution in original post

3 REPLIES 3

GlideFather
Tera Patron

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.

———
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Shraddha Kadam
Mega Sage

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.

 

If my response was helpful, please mark it as correct and helpful.
Thank you.

Ankur Bawiskar
Tera Patron
Tera Patron

@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 

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader