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Change a Lookup Filter Based on Profile
Hello All,
I have an issue where I have a case owner that only works on cases from one account. I have a situation where occasionally that user needs to change ownership to either another person or ONLY the queue that is also only associated to that specific account. Currenly, these users each have a profile that specifically links their access rights to that account and its associated cases.
When the user attempts to switch an owner, they are allowed to move the case freely between all the users and all of the queues available, which is a serious security problem for my model.
Is there a way to restrict which queue a case can be transferred to? What would be the best way to start solving this problem?
Thanks in advance!
I have an issue where I have a case owner that only works on cases from one account. I have a situation where occasionally that user needs to change ownership to either another person or ONLY the queue that is also only associated to that specific account. Currenly, these users each have a profile that specifically links their access rights to that account and its associated cases.
When the user attempts to switch an owner, they are allowed to move the case freely between all the users and all of the queues available, which is a serious security problem for my model.
Is there a way to restrict which queue a case can be transferred to? What would be the best way to start solving this problem?
Thanks in advance!
sorry for this issue you are encountering.
May I suggest you please check with below link from the success community with a similar discussion.
- https://success.salesforce.com/answers?id=9063A000000pGapQAE
Hope this helps.Thanks,
Nagendra