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vivekanandan
Custom look up filter based on roles for delegation purpose
In our scenario, we have users assigned to different roles. We have delegation of tasks to other users with the help of look up to users. But we want to restrict only for a particular user, such that that user should not be delegated to a particular user.
Eg: There are 3 roles; Role1, Role2, Role3
Here Role1 should not be a delegate to only Role2. In the look up , it should check for the current user role and then check for that particular role.
Is this possible using lookup filter. Please advice me on this.
Delegate for Deal Tasks :Role ID = ID of the role
Current user:Role ID = (IDs of the role which will have access)
Delegate For Deal Tasks:Role ID not = ID of the Role(mentioned in the first line)
Eg: Delegate for Deal Tasks: Role ID = 00E20000000k2id
Current User: Role ID = 00E20000000k6XX,00E20000000k2in,00E20000000k2iY,00E20000000k2is,00E20000000k2id
Delegate for Deal Tasks: Role ID not equl 00E20000000k2id
Used this in Filter setting of the Hierarchy relationship field solves the problem.
All Answers
Vivek,
Check these links below -
https://na9.salesforce.com/help/doc/en/fields_lookup_filters_notes.htm - Profile-Based Lookup Filters
https://na9.salesforce.com/help/doc/en/fields_lookup_filters_examples.htm - Profile in Lookup Filters
Lemme know.
Thanks,
Anyways I got some idea in the look up filter itself.
Could you share it..?
Delegate for Deal Tasks :Role ID = ID of the role
Current user:Role ID = (IDs of the role which will have access)
Delegate For Deal Tasks:Role ID not = ID of the Role(mentioned in the first line)
Eg: Delegate for Deal Tasks: Role ID = 00E20000000k2id
Current User: Role ID = 00E20000000k6XX,00E20000000k2in,00E20000000k2iY,00E20000000k2is,00E20000000k2id
Delegate for Deal Tasks: Role ID not equl 00E20000000k2id
Used this in Filter setting of the Hierarchy relationship field solves the problem.