Object: Response of participant in Bulk email
Is there a good way to limit the options a user see's when applying a filter to a lookup field other than deleting the records you don't want them to see? I imagine it is best to limit the access rights of certain lookup records, but I don't know how to easily do that if the lookup does not have a list page configured.
This is in the Email section of the Marketing module, the audience detail when adding a filter has lots of options, but I only want there to be 8 options.
All of the records that I put "inactive" for the description in the image below, I want to hide from users when they are adding a filter on the response column such as in the image above.
Would a simple business rule in the section wizard work? I am assuming not since this is a detail.
There is no list page, so I don't know how I can get to set up access rights for individual records in the lookup so I can delete all employees access rights. Would I have to manually configure an edit page?
I have the mass access rights update marketplace add-on, however it does not work for lookups I've noticed. There is no option to set up access rights when I select multiple records then open the actions menu.
Thanks!
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Roman Rak,
Nevermind, I believe I figured it out. I updated the object permissions for this object, BulkEmailResponse to allow manage by records access. Then I ran an SQL query in the SQL query concole add-on to pull from the table SysBulkEmailResponseRight and update the RightLevel column from 1 to 0 for the records I want to hide.
Hello Mitch,
Hope you're doing well.
Please check the next Community posts, they should help to perform your business task if I understood it correctly:
- https://community.creatio.com/questions/hide-fields-lookup-filter — example on how to hide some of the fields in the filter lookup;
- https://community.creatio.com/questions/how-filter-filter — the way to filter the filtration field;
- https://community.creatio.com/questions/default-filter-section — it explains how to set default filtering conditions in the Account section by the Category field.
Best regards,
Roman
Roman Rak,
Thanks Roman, however these articles all have to do with hiding columns of an object. I don't want to hide the name column, I simply want to hide records in this lookup I mentioned above. Do you have any other ideas? If I delete these records, is there any concern about restoring them in the future if we decide we want to use the records I've deleted?
Roman Rak,
Nevermind, I believe I figured it out. I updated the object permissions for this object, BulkEmailResponse to allow manage by records access. Then I ran an SQL query in the SQL query concole add-on to pull from the table SysBulkEmailResponseRight and update the RightLevel column from 1 to 0 for the records I want to hide.