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Anna D Edson Grant users access to only certain data values throughout an entire app
I am working on a custom app that has a Table with Cost Centers (3 digit codes assigned to G/L Accounts) and another table with G/L Accounts..
I need to be able to grant users access to only certain Cost Centers throughout the entire app, for example:
Users: Mike, Mary
Cost Centers 100, 200, 300, 400
G/L Accts: 100-600000, 200-600000, 200-601000, 300-600000, 400-600000
User Mike should be able to see only those G/L Accounts with Cost Centers 100 & 200
User Mary should be able to see only those G/L Accounts with Cost Centers 300 & 400
Mike can see G/L Accts: 100-600000, 200-600000, 200-601000
Mary can see G/L Accts: 300-600000, 400-600000
This should work in any Form or Report. What is the best way to implement this?
I need to be able to grant users access to only certain Cost Centers throughout the entire app, for example:
Users: Mike, Mary
Cost Centers 100, 200, 300, 400
G/L Accts: 100-600000, 200-600000, 200-601000, 300-600000, 400-600000
User Mike should be able to see only those G/L Accounts with Cost Centers 100 & 200
User Mary should be able to see only those G/L Accounts with Cost Centers 300 & 400
Mike can see G/L Accts: 100-600000, 200-600000, 200-601000
Mary can see G/L Accts: 300-600000, 400-600000
This should work in any Form or Report. What is the best way to implement this?
- Create a public group per cost center. Add users that cann see accounts for that cost center.
- Create a sharing rule using criteria: cost center = 100 (example). This rule applies to the group of cost center 100 users
If this works, please mark this response as best answer!
May the force.com be with you...
This may require custom programming and I am OK with that if anyone else can suggest how to do it.
Thanks!!!