Restrict Resource Cards to show only members of groups I manage

Bindu16
Tera Contributor

 

Hi Community,

I need some guidance on customizing Resource Cards in ServiceNow (Resource Management / Planning Workbench).

If I am the manager of 2 groups, and those groups together have 8 members,

Then when I open the Resource Cards view, I should only ever see those 8 members.

Even if I change filters or search, I should still see only the members of the groups I manage.

Other managers should see only their own group members.

No manager should ever see resources outside their managed groups.

What is the best way to enforce this restriction?

 

1 REPLY 1

Its_Azar
Tera Guru

Hi @Bindu16 

 

Try with ACLs or a before query Business Rule.

Create an ACL on resource_allocation (or related tables) to check if the logged-in user manages the resource’s group.

Or use a before BR to filter results so only users in groups managed by gs.getUserID() are returned.

now, even if filters/search change, managers will only see members of their groups.

 

 

Hope this helps.

☑️ If this helped, please mark it as Helpful or Accept Solution so others can find the answer too.




Kind Regards,

Mohamed Azarudeen Z

Developer @ KPMG

 Microsoft MVP (AI Services), India