Creating custom views in the risk workspace based on personas

shanker1
Giga Guru

‎07-17-2025 01:53 AM

Hi,

I've a requirement to customize the risk workspace view based on the logged in user or persona

For Eg, I want to have only a few list like entities, risks and related items to be shown up based on logged in user.

 

Can you please advise on how this could be configured.

 

Regds,

Shanker

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Martin Virag
Tera Guru

‎07-17-2025 02:00 AM

That is actually not that straightforward to achieve. 
How we have achieved this in several projects of mine:

  • Create roles based on the personas (you can try without it, but it will give you extra headache when moving away from tasks or records)
  • Create the required form, list, dashboard views, required audiences for workspace pages
  • then setup visibility rules for these objects to only show certain view for certain users

 

For the lists it is particularly easy as you can control it in the sys_ux_applicability_m2m table exactly by selecting the roles required.