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Hello Team,
We have implemented the OOB Sales team concept for Opportunity entity. Now we are trying to display all open opportunity under My Opportunities that owned by current user as well as the current user have access to those through Sales Team.
Please suggest the way to achieve this.
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Hi Daivat,
Unfortunately there's not a way to do it out of the box. You can query for Opportunities where the user is part of the sales team, or where they're the owner, but you would need to group those conditions as an OR condition and you can't do that with entity links.
If you need to see the data for those two conditions bundled together, I think you'd need to write a report so you can have more flexibility over what you're getting back. FYI, here's the Fetch to get back Opportunities where the current user is on the Sales Team:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<entity name="opportunity">
<attribute name="name" />
<attribute name="customerid" />
<attribute name="estimatedvalue" />
<attribute name="statuscode" />
<attribute name="opportunityid" />
<order attribute="name" descending="false" />
<link-entity name="connection" from="record1id" to="opportunityid" alias="ak">
<link-entity name="systemuser" from="systemuserid" to="record2id" alias="al">
<filter type="and">
<condition attribute="systemuserid" operator="eq-userid" />
</filter>
</link-entity>
<link-entity name="connectionrole" from="connectionroleid" to="record2roleid" alias="am">
<filter type="and">
<condition attribute="category" operator="eq" value="1001" />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>
Hope this helps! If so, it would be much appreciated if you could mark this as the verified answer.
Thanks,
Aiden
Have you thought of writing plugin on retrieve multiple and then find record based on criteria and injecting result set in the respective views output property beg.
In my opinion you can use Team Access Templates if you want other team members just want to see the opportunity records.
Read : msdn.microsoft.com/.../dn481569.aspx
blogs.msdn.com/.../team-selling.aspx
Administrators can change the privileges by going to Settings > Administration > Access Team Templates.
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