Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Lock opportunity
#2
Yes, you should be able to do this easily. There are at least four ways:

1.- Freeze procedure
Which more or less goes like this:
  • make the module private, so all users can see only their records
  • create one user in his own hierarchy/role
  • add an exception so that all users can share their opportunities except this one user
  • add an exception so that special user shares his opportunities in read only mode
  • add a workflow that assigns all closed opportunities to this special user
2.- Record Access Control Business Rule
http://corebos.org/documentation/doku.ph...ss_control

3.- Special Permission Hooks
http://corebos.org/documentation/doku.ph...sion_hooks

4.- Direct Code manipulation
Joe
TSolucio
Reply


Messages In This Thread
Lock opportunity - by rslemer - 08-17-2016, 08:20 PM
RE: Lock opportunity - by joebordes - 08-17-2016, 08:32 PM

Forum Jump:


Users browsing this thread: 1 Guest(s)