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

0 Bud Hartley over 4 years ago

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)
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Bud Hartley over 4 years ago

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)
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Dawn Mooney over 4 years ago in reply to Bud Hartley

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?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel