RE: Filter Location Field Based on Role

Hi, I need to filter the Location field based on role, so depending what department the employee is working in, they will only see Locations relevant to their job.

I know you can set general Location access on the role permissions, but I don’t see a place you can define specific Location access. Anyone know how I could do this?

mmascitto Beginner Asked on December 12, 2019 in How To's.
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1 Answers

Create a custom multi select field – then use that to filter a custom list field, and then push from your custom list field into the real location field.

(scripting or workflow required for the very last step)

Advanced Answered on December 13, 2019.

I was thinking about possibly going that route. But can you filter the custom field by current role? I thought it must be based on another field on the current record.

on December 13, 2019.

I’d have to try it, never attempted it before.

on December 15, 2019.
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