Hello,
I have a possible business case with the request of restricting access to Account Records with the Type of Vendor. The idea being that members of the Sales Role do not see these records at all in the Accounts Section. Does anyone have thoughts on this or have done something like this before?
Thanks!
-Scotty Chapman
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This article has a similar example process that changes access rights based own the owner field. You'd do something similar where you'd trigger the process off a change in the type field and then set access rights of the record accordingly. https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ho…
Basically, you'll use the Change Access Rights process element to set the access rights for the record based on the account type. For accounts with type=Vendor, you could either (1) remove all current access rights then grant access rights for some specific role or (2) restrict access rights for the sales role specifically based on the type value.
Ryan