Tag: Employee Restrictions

Display values of a employee List based on the current User’s Subsidiary in activity records

Custom Field for the Activity record Create a CRM New Field Label: Enter Subsidiary Selection Type: Select List/Record List/Record: Select Employee Store Value: Enter Checkmark Check the box Task, Phone call, Event in Applied to subtab In validation and defaulting subtab select the Dynamic Default value as Current User’s Subsidiary Click Save

Restrict users from viewing activities that belong to other subsidiaries.

Create the separate custom field Activity’s record subsidiary in the activity records. Since entity field are differnt in all activity records due to this reason  Source the subsidiary of the entity to the custom field Create separate saved searches for subsidiaries to restrict the results of activity records based on the Subsidiary. Defined the roles… Continue reading Restrict users from viewing activities that belong to other subsidiaries.