Hi,
I need some guidance on creating custom views for lists (purchase orders, purchase quotes, etc). We have team members from different departments raising PO/PQs including HR. HR POs and PQs are sensitive and we do not want rest so the business to see Purchase Orders /Purchase Quotes raised by HR. (HR is a department dimension).
Is it possible to customise views and assign them to users that limit their views of purchase orders and purchase quotes to all departments except HR?
I have also tried security filtering in Permission sets but by doing that I was able to limit viewing access by department but the downside was that users were not able to raise purchase quotes as they were getting an error message that security filtering is on.
I am not a developer but administrator so any solution you can share to restrict users from seeing HR related documents would be ideal.
many thanks
