Hello,We would like to grant user access to Business Opportunities depending on a field value.Example :for each Business Opportunity, we have a field named “Sector” with 3 possible values “A”, “B” or “C”. We have 5 user groups “a”, “b”, “c”, “d” and “e”.When the Business Opportunity :Sector = “A” then the members of the user groups “a” and “c” can see this Opportunity. Sector = “B” then the members of the user groups “b” and “d” can see this Opportunity. Sector = “C” then the members of all user groups can see this Opportunity. Question : how to do that ?

BUSINESS opportunity : user access depending on a field value.

Hello,

We would like to grant user access to Business Opportunities depending on a field value.

Example :

for each Business Opportunity, we have a field named “Sector” with 3 possible values “A”, “B” or “C”.
We have 5 user groups “a”, “b”, “c”, “d” and “e”.

When the Business Opportunity :

Sector = “A” then the members of the user groups “a” and “c” can see this Opportunity.
Sector = “B” then the members of the user groups “b” and “d” can see this Opportunity.
Sector = “C” then the members of all user groups can see this Opportunity.

Question : how to do that ?

Be the first to reply!