RE: Is there a role permission so they can view some vendor records but not a restricted vendor record?

I imagine that it would include a combination of a role permission setting as well as a setting on the vendor records.  My client would like to set a limited number of vendors to only be seen by their executive team.


KAJ710 Intermediate Asked on April 9, 2020 in How To's.
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1 Answers

You can achieve this request by adding a custom field at vendor entity that will use as indicator.


    1. Create saved search of vendors without this indicator and restrict it to any role/s you would like.
    2. Create a workflow that return user error for specific roles (before record load) once viewing/entering to a vendor with this indicator marked.


Beginner Answered on April 10, 2020.
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