Is there a way to limit user access based on a specific drop down option within a field? Or just the field itself?

We have a particular field and we only want certain users to have access to those leads that have a specific option marked in that particular field. Any way to accomplish this? In Role Management I'm only seeing options to block users from the entire field, not within a choice in a field. For instance if we have Lead Source as a field with drop down options A, B, C and D. I want to be able to create a role where any user assigned to that role ONLY has access to leads marked with option C chosen in that particular field. Any help is greatly appreciated. 

Parents
  • Hi Dawn,

    I had a similar desire and I agree with Patrick that the way to handle it is with Teams.  I have a simple process that changes the Team of a record when it is saved based on the drop-down value of a field in the record (in a few of the modules actually). 

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply
  • Hi Dawn,

    I had a similar desire and I agree with Patrick that the way to handle it is with Teams.  I have a simple process that changes the Team of a record when it is saved based on the drop-down value of a field in the record (in a few of the modules actually). 

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Children
  • Bud this sounds like what I would need to do since all of our users cannot be classified within that same team if that selection doesn't apply. Could you give me more info on that?