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Hi 

I have a client who provides service work for multiple customers. All customers are linked to one common company/site. Engineers are fixed to a customer location.

My question is, is there a way to filter the equipment objects linked to a customer location so that the engineers can only see the objects at that customer location? For example:

Customer A - 1,000 functional objects - 3 engineers 

Customer B - 500 functional object - 2 engineers.

I want to be able to prevent the engineers who work at customer A to see or create new or additional work against objects that belong to Customer B. 

The environemnt is Cloud 23R1 Update 2

thanks Graham

Hi,

I believe you can achieve this by using 2 mobile entity filters and connect to 2 permission sets 

 

Equipment_Object_Seq IN 
(SELECT Equipment_Object_Seq FROM Equipment_Object_party WHERE party_type_db = 'CUSTOMER' AND IDENTITY = 'AAAAAAAA')

You can add entity filter in 

Solution Manager/Mobile Apps/Administration/Security Grants and Entity Filters/App Details

Then connect to Permission set in

Solution Manager/Mobile Apps/Administration/Security Grants and Entity Filters/Security Grant Filters by Entity Filter

 

/B

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