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Customizing entity list in compliance workspace

MaanasK
Tera Contributor

Hi Everyone, I'm trying to customize the entities list displayed in the compliance workspace.

Requirement:

Logged in user should only be able to see the entities that they own or if they are added as a stakeholder.

Stakeholder is a custom glide list field created in sn_grc_profile table.

A person should see the downstream entites of the entities they own, now the downstream entites are provided as a related list in the entity table.

(If I'm the owner of entity A with downstream entity C, and added as a stakeholder for entity B. I should see A,B,C in the list nothing else).

The data source currently is sn_compliance_entities_reports since this table has certain fields are not present in the entity table that is required.
Can you please suggest a simple and straight forward approach to this problem, is there a way to list the downstream entites in the sn_compliance_entities_reports table?

1 REPLY 1

sach1
Tera Guru

Your requirement to show downstream entity doesn't seem to be feasible, for downstream can only be show based on relationship with another entity 'A'. Which is possible only if you specify 'A' by opening the form. On the first list load this will not work.