Dear Community,
I have a lookup that has a "business group" value to determine which user can see which record.
I was wondering if there's a possibility to hide the records INSIDE the lookup based on this value? I can not find the "Access rights" inside the lookup like the section "Account" or "Contact" have.
Lookup ABC
Name Business Group
Record 1 Group 1 (visible for user from Group 1)
Record 2 Group 1 (visible for user from Group 1)
Record 3 Group 3 (NOT visible for user from Group 1)
Kind regards,
Yosef
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Dear Yosef,
There is no option to to set up the rights for lookup values manually. But what you need to do is to enable records permissions for the lookup object and re-distribute the rights for the lookup records among the groups using 1 element process. Just use the Change access rights element to grant and remove the required permissions for particular records.
Here is the example of how the lookup would look like under admin and under regular employees
https://prnt.sc/pg6ksh https://prnt.sc/pg6kuv
Regards,
Dean
Dean Parrett,
Thank you for you reply.
I tried using the access permission block in my business process but no luck. Could you give an example of how you filtered yours?
In the meantime I added some JS to the AccountPageV2 and was able to filter the lookup but only when it's a list. ( https://community.creatio.com/questions/filter-lookup-role )
How would you recommend filtering a popup lookup?
Kind regards,
Yosef
Hi Yosef,
What I did is enabled the records permissions for contact type object
Next I removed all rights from the lookup records to make sure they are not visible for everyone accept for administrators
And the last step - I granted the access to 1 lookup record to my CC Agent user
As the result, only 1 record is visible for him
As for coded solution, I guess you need to define the content type of the lookup where you applied the filtration.
The pop up content type value is 5 and drop down is 3
Regards,
Dean