REQUIREMENT:
Two users in the same department that need to view each other’s Purchase Requests/Purchase Orders, but no one else’s. From all the research I have done, it appears to be possible, but I have not been able to figure out how to do it. Can someone point me in the right direction?
SOLUTION:
I don’t believe there is native functionality to allow for this but there might be a way to achieve this via a scripted solution. You could test in Sandbox:
1. Create a new role for these two users that gives them permission to see all POs
2. Add the new role to each of the two users employee records (do not delete their current role)
3. Write a script that will allow the two users view POs if Created By User 1 or User 2
This setup would ensure that when logged into their standard role, they can only see their own POs. However, when they switch to their new custom role, they would technically have access to everyone’s POs but the script would limit them to viewing just POs created by the two users.