In our previous implementation of System views; we had 12 created, one for each business unit and other system views. This created a very cluttered drop down menu when trying to select a view.
We've now moved this solution to a model driven app but would like to consolidate and have one system view for the business units but filters by Teams if possible. I created a field (let's say msdyn_teams) that is a lookup to Teams and these records will have a workflow that updates the teams. If possible, we'd like to have our users only access records within their team access.
So if there are three records:
1, 2, and 3, the Teams field on the record (A, B, and C) have been assigned like below:
Record | Teams
1 - A
2 - B
3 - B
I've assigned the User 1 to Team A and would like him to see record A but not B and User 2 has been assigned to Team B and would like him to view records assign to B but not A. What is the correct way to create a view and set the User Teams to equal the msdyn_teams field? Is this the correct approach? Thanks!