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Hi,
We came across the scenario where we need to control the access to the Case records based on value selected in the field.
There are 2 users U1 and U2 under the Business Units B1 and B2 respectively. Both the users having Organization level full access on Contact and Account entities and Business Unit level full access on Case entity.
User U1 created a Case C1 for the Customer A1 and User U2 created a Case for the Customer A2. We got a requirement, where users U1 & U2 should be having access to C2 & C1 respectively. But, since both of them having read access to A1 & A2, they can still access the Cases C1 & C2 (which are created for the Customers A1 & A2).
So, is there any way to control the access to the Cases irrespective of the access to Customers (Account & Contact)?
It would resolve the issue if there is any workaround to control access based on the field value selected as we have Category field on Case.
Appreciate if any solution for this.
Thanks,
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provide local privilege to users on case entity to control access.This access level gives a user access to records in the user's business unit.
Great!! If you found my answer helpful, please mark it as verified.
Thanks. It worked fine after registering a plugin on Retrieve Multiple of Case and by modifying the query based on the user.
Hi Vikas,
Thanks for your reply. It may cause the performance issue. Still I will consider this solution. May I know how can we show/hide(control) the records in Retrieve Multiple plugin? I mean if record should not be accessible by the logged in user, how can we handle this by plugin?
You can register a plugin on retrieve multiple and check the condition and users.
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