Ok I am confused with XDS in 2012. In the older version it used to easier by using record security, but since Msft has deprecated that we have decided not to use it anymore. I am trying to setup a basic XDS policy that prevents users from viewing intercompany vendors. here is what I did:
1. Created a query (NoIntercompanyVendor) from Vendor Group Table (Vend Group) with Range on VendGroup field as !INTER
2. Created a new security policy (NoIntercompanyVendor)
- Primary Table: VendGroup
- Query: NoIntercompanyVendor
- Constrained Table: Yes (Added VendTable; Table Relation is VendGroup)
- Enabled: Yes
- Operation: Select
- Context Type: Context String
- Context String: NoIntercompanyVendor
3. Go the appropriate role and assign the context string above
I assigned the role to a test user, but when I open the vendor form I can still see the intercompany vendor.
Can someone please tell me where did I go wrong or what I missed??
