RELATED IDEAS
Security Role Record Access Filtered by Lookup
Enhancement Description:
Add the option to limit access to records within each record type.
What are we trying to accomplish?
At the security roles setup, we would like to be able to filter records by a selection of lookups so that users with said security role can only see records with those lookups. For example, filter our PCOs by lookups but Internal via the lookup Potential CO Category so that we could give an owner or Architect access to all PCOs except for the internal ones.
How is the lack of functionality affecting the business?
We have to cc the owner or architect on every record we want them to be able to see or run a report regularly to give them visibility.
Suggested implementation:
Under Security Roles > Records, add a lookup dropdown under each record type. Let administrators select the lookup they want to filter by and allow multi-select items that will show for the given security role.
In my example above, I would go to Budget and Cost Management > PCOs, select the lookup for Potential CO Category and choose a number of our lookup options to make available to the role.
