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Hello,
I have a problem with permissions on leads/opportunities. My user is part of the "Sales: User of my documents" group. The "Personal Leads" recording rule is therefore applied.
In a lead, I want the user to see the history of other leads (thanks to a new field) even if it's not their own leads. On the other hand, in the main view, I want the user to see their own leads.
How do I get around this rule because it's blocking me for my new lead_ids field?
أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!
تسجيل| المنشورات ذات الصلة | الردود | أدوات العرض | النشاط | |
|---|---|---|---|---|
|
2
مارس 22
|
2948 | ||
|
0
مارس 15
|
3891 | ||
|
2
أغسطس 25
|
2337 | ||
|
1
يوليو 25
|
857 | ||
|
1
أغسطس 25
|
1150 |
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A record rule needs to be set to view other users leads.
The existing leads main view should be changed a bit and add a default filter "My Leads" like in Pipeline.