Account View show to users based on Query.. RRS feed

  • Question

  • Hi all,

              I have lot of Accounts in my CRM system now i need to show some of the accounts alone to particular Roles how to show tat.

    For Eg..(Select * from accountbase where status = 'Active') i need to show the accounts as per this Query.. Is it Possible????

    Tuesday, April 16, 2013 7:35 AM


  • Hi,

    I think you could have two solutions:

    1- Create a plugin which fires on the RetrieveMultiple of the account entity. Then manipulate the ConditionExpression in which you could show the accounts based on an attribute. Remember that you have to retrieve the security role from the execution context. You also should have an additional field on the account to show them based on this field.

    2- If you do not want to go through plugin you could handle this with security roles and business units also. Divide the accounts based on business units and assign users to the business units. Hence, users in each business unit could only see their own business unit. In this case also remember to restrict the read permissions to business unit level.

    If the answer helped you, remember to mark it as answer.
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    Tuesday, April 16, 2013 7:47 AM