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SURESH COOL
HI plz help for dis..............To hide “Cancelled” agreements from standard agreement search???
Business requested to hide “Cancelled” records from standard record search. When users search for records in Salesforce, system shows all records which meet search criteria. (like process, requested, in effect, records ..... all showes me but...... i want all records except cancelled records......)
except “Cancelled....how can i acheave dis can any one help me plz
except “Cancelled....how can i acheave dis can any one help me plz
For the first method, you would have to go to Setup > Security Controls > Sharing Settings, set Account, Contract, and Asset to Private sharing, create a public group that contains all users except one (usually an administrator), and create a sharing rule that grants sharing from the public group with itself (so that the system still appears "public read/write"), and finally assign the cancelled agreements to the excluded user (by changing the agreement's account to one owned by that user).
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For the first method, you would have to go to Setup > Security Controls > Sharing Settings, set Account, Contract, and Asset to Private sharing, create a public group that contains all users except one (usually an administrator), and create a sharing rule that grants sharing from the public group with itself (so that the system still appears "public read/write"), and finally assign the cancelled agreements to the excluded user (by changing the agreement's account to one owned by that user).