We have a customer request where they wish to have the record-specific feed on a certain object shown only to members of a certain functional or organisation role.
So for example if this user in this role enters the record, they can see the record feed and if someone outside the group enters the record it is not visible.
Alternatively if you could add another record-specific feed only visible to certain roles.
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Hi!
The records permissions can be modified via the "Actions" menu in accordance with your business needs.
If you need to set up the access automatically after the record is created, we recommend designing a business process for it:
- Enable record permissions for the relevant object (e.g., "Feed update" or any other object you want to restrict access to).
- Create a business process that grants full access rights to existing records of this object to all employees, except for the specific record you want to restrict access to. Do not distribute any access rights to this specific record for all employees.
- In the same business process, grant full access rights only to the "System administrators" role for the specific record you want to allow access to.
Alternatively, you can also restrict access rights to specific columns or fields on the edit page of the record, and only allow system administrators to modify those fields. This may be a simpler approach, depending on your requirements.
Hello and thank you for the reply Alla. What I meant to say is that the record-specific feed on each record, for example if I have an opportunity Called TestOpp, and I post in the feed in that record I will get the notice that "Supervisor posted in opportunity Test". This seems to indicate to me that there is a record specific feed to each record.
What I wondered was if there was a way to restrict this record-specific feed to only be visible to people with certain access rights. Alternatively if another feed could be introduced to each record with the same restrictions.
Hi!
There is probably a misunderstanding: the business process can be designed to actually set up each record:
1) You are to switch the records permissions on for the site in general (System designer)
2) Design a BP for each particular record - add the element to remove the rights and then add another element to share the rights for the target role group
Hope this is helpful.