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Raghav T How to make user to access/view records of specific Record types only?
Hello there,
I have a requirement where i want to show the cases of specific record types to the partner portal user.
For now the user is able to see the record of other record type from listviews.
So there a way that we can make it possible to view only specific record types cases to the portal user. please help me out in this.
Thanks.
I have a requirement where i want to show the cases of specific record types to the partner portal user.
For now the user is able to see the record of other record type from listviews.
So there a way that we can make it possible to view only specific record types cases to the portal user. please help me out in this.
Thanks.
This looks possible with Private OWD combined with Criteria Based Sharing Rules.
See similar ask https://salesforce.stackexchange.com/questions/342138/can-i-grant-view-all-access-to-some-user-for-certain-record-types
https://ideas.salesforce.com/s/idea/a0B8W00000GdgtqUAB/restrict-access-to-record-types-by-profile (In the context of profiles)
Hope this helps! Thanks
But after setting OWD as Private and Creating a sharing rule with case record type as criterial and shared with that portal user, then also i am able to see the other record type in other listview.
Does it impact the list view data for data visibility? i am not sure.