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Kalpana Dhanajayaraj I have created a dynamic dashboard. We have created an application for two countries. Same data is visible to both country users. there is no difference in record count. Users of country A should not see records of country B in report and Dashboard. how.
I have created a dynamic dashboard. We have created an application used by users of two different countries. Same records are visible to both country users. There is no difference in record count. Users of country A should not see records of country B in report and Dashboard.
Filtered By:1 AND 2 AND (3 OR 4) Edit
1.Program Plan: Record Type equals Level - 1
2. Geography Name not equal to
3. Country Code equals CAN
4. Country Code equals MEX
Filtered By:1 AND 2 AND (3 OR 4) Edit
1.Program Plan: Record Type equals Level - 1
2. Geography Name not equal to
3. Country Code equals CAN
4. Country Code equals MEX
Can you please check the object level permissions for object which you had created report & dashboard.
If the object level permissions have View all & Modify All permissions then it will be ovverride an organization wide default settings and users can able to read/write an entire organization data of that particular object.
To achieve your requirement:
1. Keep the Owd setting as Private for the respective object
2. Remove the object level permissions View all & Modify All
3.Create a sharing criteria based rule like Country Code equals CAN then share records with read/write access to the group of users/ public group /Role/ Roles & subordinates.
If this is helpful.. Please mark this as a best answer for future reference.
Thank You!!