Multiple regions using same app
I know this has been covered briefly in some other threads here, but I have a specific question: I want to on-board another division in the company (does the same work as current division), with ...
Forum Discussion
Well, assuming that there was a "top level" table like customer which did have a division, then you can make a formula checkbox field called
[User is allowed to see this record?] and then just look that up all the way down the chain to children and grand children and great grandchildren.
Then the Role Permissions would just have a Custom Rule for each restricted table such that the user can see where [User is allowed to see this record?] is checked.
As for this: First: I don't have a field/table at the moment that identifies the division to which a record belongs.
I don't know the nature of your app, but my suggestion is to code the records in some top level table in the app by Division!
[User is allowed to see this record?] and then just look that up all the way down the chain to children and grand children and great grandchildren.
Then the Role Permissions would just have a Custom Rule for each restricted table such that the user can see where [User is allowed to see this record?] is checked.
As for this: First: I don't have a field/table at the moment that identifies the division to which a record belongs.
I don't know the nature of your app, but my suggestion is to code the records in some top level table in the app by Division!