Hi guys - We have a requirement in which a custom ...
# general
m
Hi guys - We have a requirement in which a custom role is only allow to see vendor record where Category is XYZ. Is that possible?
k
Kind of - you have to build a saved search that has just that cateogry - and then you use the restrictions tab to restrict to the list results
It may not be a perfect solution - but worth a shot
Alternatively, you might be able to "return user error" if they try to submit records to non approved vendors with workflow or to view them. Wouldn't hide from saved search dumps though
Probably wouldn't hide vendor bills/transactions to other vendors from them - which you'd probably need to set that same restriction in place.
m
Hmmm, either way, pretty tricky and possibly quite messy. Will have a little play and test. Thanks for the input @KevinJ of Kansas!!