Hello, I am developing a sales lead type application, when I show a dashboard of all the open/outstanding sample requests or client contacts, I want to control this datagrid view so that the sales representative can only see the leads in which they entered into the system. I have attempted to do this by linking my order entity to the System.User entity, where a microflow will set a field “representative” to equal “user”, I feel that this is a very backwards way to do this, is there any recommendations as [%currentuser%] constraint is not being permitted when I attempt to apply it.
asked
Alexander Eitland
1 answers
1
You can limit the orders that users with the role SalesRepresentative can see in the access rules of the order entity. Does that solve your problem?