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Bit Urgent: Query regarding Lookup results
Hi,
I was asked to work on a requirement as following:
There is a Product lookup in Case object; So while creating a Case record, a product record need to be selected as part of product lookup.
How to display different search results for product lookup for different users?
For example: With user A's login, while creating a new case record, and on click of product lookup just display only product records Prod1 & Prod2.
Similarly, With user B's login, while creating a new case record, and on click of product lookup just display only product records Prod3 & Prod4.
Pleas let me know on how to achieve the above functionality
Thanks in advance.
I was asked to work on a requirement as following:
There is a Product lookup in Case object; So while creating a Case record, a product record need to be selected as part of product lookup.
How to display different search results for product lookup for different users?
For example: With user A's login, while creating a new case record, and on click of product lookup just display only product records Prod1 & Prod2.
Similarly, With user B's login, while creating a new case record, and on click of product lookup just display only product records Prod3 & Prod4.
Pleas let me know on how to achieve the above functionality
Thanks in advance.
1- Assign these users to a different Role with different Heirarchy
2- Make OWD ( Organizatin Wide Defaulf) for Product Object as Private
3- Assign Product record owner to appropriate user