Question

BUSINESS opportunity : user access depending on a field value.

  • 28 February 2024
  • 0 replies
  • 6 views

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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 ?


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