Set up Record Permission Based On The Assignee Role

Hello Creatio Community!

Is it possible to configure record permissions in the Case object based on the existing field Assignee Group?

The goal is to filter the list of cases according to user roles. For example, if a user belongs to Role A, only the cases assigned to Role A should be visible to them.

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Hello!

You can configure this behavior using a Business Process.

The process should first read the "Assignee Group" value from the case record. Then, using the "Change access rights" system element, you can define which access rights to grant or revoke based on your business logic.

Please see more details in the Creatio Academy article: https://academy.creatio.com/docs/8.x/no-code-customization/category/case-designer-elements-reference

 

Have a nice day!

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