How to restrict a record to a specific team

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Posted on by sahara

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I have an Entity name category1, that category1 is a lookup entity on my phonecall entity.
My user needs to choose from the lookup field a category to catalogue the phonecall.
I need that a specific record (from category1) will be available only to a specific team and only that specific team will be able to choose that category from the lookup field.

When I created the category record I set the owner as a specific team and I added the same team to my user, but user that don't have the team are able to choose that category.. what am I missing ?

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sahara 645 on at

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RE: How to restrict a record to a specific team

yes, It didn't work for me : /
Emre GULCAN 2,379 on at

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RE: How to restrict a record to a specific team

Hi,

Did you check and test my answer?
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: How to restrict a record to a specific team

Hi Sahara,

Ideally it should have achievable through Security Roles only. but if it does not meet what you are looking for then you can try Custom lookup filtering. And can display only filtered records based on team/user or whatever the complex condition you have.

See this:

www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

Mark it as answer if it helps.

Cheers

Arpit
sahara 645 on at

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RE: How to restrict a record to a specific team

Hi Goutam - I don't want to restrict an Entity, only a specific record. to a specific team
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gdas 50,085 on at

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RE: How to restrict a record to a specific team

Hi Sahara ,

Seems you can achieve this by using append and append to privileges . Create one security role and do not provide any append access of your custom entity for that security role and assigned to the team.

Hope this helps.
sahara 645 on at

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RE: How to restrict a record to a specific team

Hey it's only relevant to fields not to record...
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Emre GULCAN 2,379 on at

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RE: How to restrict a record to a specific team

Hi,

You need to configure your security roles and privileges for this entity, but if it's not solve your problem you can filter your resultset like below;

I design a basic structure like that;

These are my "category" records that hold "ownership" with "Team01" and "Team02", so you entity ownership must be "user/team", if not remove and re-create your category entity like this.

In "category" entity customization, I create a new view and add filter on "owner" field

And after that I change my category lookup's view on Phonecall entity like this;

and my crm user is member of "Team01", so just see 2 category record

if I changed team membership to "Team02", lookup will be filtered like that

if your users not member of any team, they can't see any category record on lookup.

But remember that this customization is just for this lookup and also other lookups that implement our custom view.

And sorry about my screenshot, I don't have English setup in my demo.
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gdas 50,085 on at

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RE: How to restrict a record to a specific team

Your answer is in your question only "When I created the category record I set the owner as a specific team" .

So you should have some role with this entity having user level read and append , append to access.

Hope this helps.
Shahbaaz Ansari 6,203 on at

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RE: How to restrict a record to a specific team

Lets say you have a team A to whom you want to have access to this field or field value and to other you don't want to them to access this field or field value. so you can have field level security on that field so that only User's who are in Team A will be able to access this field and its value.

It will work in your scenario.

Thanks,

Shahbaaz
sahara 645 on at

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RE: How to restrict a record to a specific team

Hi Shahbazz

I read the link but it looks as restrict on field but I need to restrict a record in a lookup field and not the field itself does it help in this case?