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Hi Experts,

One customer has a requirement to restrict a person such that he could see only 3 Place IDs in ‘Place’ screen & the same to be visible in Place lookup in ‘Request’ Screen. Are there any suggestions to configure this behavior?

My initial focus was on Access groups & Lookup XML in UI designer. But, I doubt the exact behavior could be achieved. Your inputs with regard to this is highly valued.

Many thanks!

 

Hi @Charith Fernando 

There are many ways to achieve this.

I would do the following (assumed WebClient is used):

Request Screen

  1. Create a new screen. Duplicate the existing screen.
  2. Configure the lookup to retrieve only those required ID’s
    Use the search criteria for that.
    Locked=Y, so user cannot change the lookup search option.

Place Screen

  1. Create a new screen. Duplicate the existing screen.
  2. Configure the filter to show only the relevant records.
  3. Disable search and filter capabilities, so user cannot change or search more/other records

Assign the new created screens to the person role.

Cheers!

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