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Austin Villanueva How can I restrict or make private cases to a group?
Hi,
Right now SF doesn't support a task for a queue or group so what I decided to do is use cases.
so what I'm trying to do is create a public group.
after that, when there is an incoming call I will create a case but I don't want other users to see those cases if they are not a member of the public group that I created.
How can I achieve it? I tried to use sharing rules for cases. but it doesn't work. The other users can still see the cases.
What I did is
case owned by members of Group : {public group name}
share with Group : {public group name}
I also uncheck the Grant Access Using Hierarchies to make sure that only members of this group can see the cases. Also, if I view the members of this rule it only shows the members that is supposed to appear but still the non member can still see it if I go to cases tab and select "All Open Cases"
Can someone help be about this case? or maybe somebody tried something similar to this?
My target to create a list of call log cases that is private to the group to make an alternative to the task as a call log.
I hope you can help me. Thank you.
- Austin
Right now SF doesn't support a task for a queue or group so what I decided to do is use cases.
so what I'm trying to do is create a public group.
after that, when there is an incoming call I will create a case but I don't want other users to see those cases if they are not a member of the public group that I created.
How can I achieve it? I tried to use sharing rules for cases. but it doesn't work. The other users can still see the cases.
What I did is
case owned by members of Group : {public group name}
share with Group : {public group name}
I also uncheck the Grant Access Using Hierarchies to make sure that only members of this group can see the cases. Also, if I view the members of this rule it only shows the members that is supposed to appear but still the non member can still see it if I go to cases tab and select "All Open Cases"
Can someone help be about this case? or maybe somebody tried something similar to this?
My target to create a list of call log cases that is private to the group to make an alternative to the task as a call log.
I hope you can help me. Thank you.
- Austin
May I suggest you please check with below link from the success community which will point you in the right direction.
- https://success.salesforce.com/answers?id=906300000004384AAA
I know this doesn't necessarily solve the problem.But it gets the conversation started.Thanks,
Nagendra
Thanks for the link. I think it's better if I post the question to that forum instead of here.
Sincerely,
Austin