Hi everyone,
I have a difficult case from my customer, I need a solution to manage their contracts
Business: they have many contract types and many contract’s term in each contract (contract’s detail). Both of contact general and detail have not standard form. They need to secure on contract and each contract’s detail.
Ex: Contract A
Term 1: attach file A1
Term 2: attach file A2
Suggest solution:
1. I will create a new entity to manage contract general. It’s ok.
2. I will attachment file to mange contract’s detail (user will attach file an secure on that).
We have 2 solutions for No.2
• Solution 1: Using Note function to mange attached file. But there is problem about security on Note beacause Note function is used in other entities (maybe it not positive)
• Solution 2: customizing form Sales literature and using sales attachments to save contract detail. But there is trouble when I use Record-based security per each record within including attachment. In Sales Literature, it just permit user create, read, write, delete, append, append to, assign, share with full role without 1/4, 1/2, 3/4. Anyone can give me some solution to solve this case.
Nice to hear any solution from you.
Thank you!
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