Hide owner teams in Assign or owner field

(0) Share

Report

Posted on by JeffGreenrc

Hi,

I want to give bulk users same level of security roles. Therefore, i am thinking to create owner/security team so that i can apply security roles to it and all members in that group will have same security roles applied.

However, i dont want to this team to be available in ASSIGN or OWNER field lookup. How can i achieve this.

Please guide.

Thank you !

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

HI,

You can't really apply filtering on Owner field. But what you can do is to create a real time workflow on Create and Assign of your record to check if Team = Your team the throw an exception.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

Was this reply helpful? Yes No