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03-05-2024 10:47 AM
Hello! I am new to ServiceNow and am wondering the best method to achieve this scenario.
We’re exploring restricting read access of HR cases based on the location of the submitted user for some of our HR non-agent teams. So if User A lives in Town A, and submits a case, then the members of the HR non-agent team with location Town A can view the case (in addition to the COE team responsible for working the case).
I tried testing this with COE policies in my personal instance by creating some groups for the HR non-agent teams and specifying specific location, but am wondering is there a simpler method to this?
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03-11-2024 06:56 AM - edited 03-11-2024 06:57 AM
Hi there @maxstnr
i guess you can utilize Access Control Rules (ACRs) along with other related configurations.
start with configuring Location Field make surethat there is a location field on the HR case record that captures the location of the submitted user.
then create user groups corresponding to each location (e.g., Town A). Assign HR non-agent team members to their respective location-based groups.
now finally define ACRs to restrict read access to HR cases based on the location field. For each location, create an ACR that grants read access to the corresponding location-based user group.
If this helps kindly accept the response thanks much.
Regards
Kind Regards,
Mohamed Azarudeen Z
Developer @ KPMG
Microsoft MVP (AI Services), India
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03-11-2024 06:56 AM - edited 03-11-2024 06:57 AM
Hi there @maxstnr
i guess you can utilize Access Control Rules (ACRs) along with other related configurations.
start with configuring Location Field make surethat there is a location field on the HR case record that captures the location of the submitted user.
then create user groups corresponding to each location (e.g., Town A). Assign HR non-agent team members to their respective location-based groups.
now finally define ACRs to restrict read access to HR cases based on the location field. For each location, create an ACR that grants read access to the corresponding location-based user group.
If this helps kindly accept the response thanks much.
Regards
Kind Regards,
Mohamed Azarudeen Z
Developer @ KPMG
Microsoft MVP (AI Services), India
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03-12-2024 05:19 AM
Thank you! We ultimately ended up going a different route but this explanation helps for future reference