Hide Lookup records (with access rights or Business Process)

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

Like 0

Like

3 comments

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

Show all comments