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Not sure what is wrong with this report. I want the users to be able to select their region and the rep they want to see but I don't want them to see records for certain reps. I took the names of th...
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You do not. You set up the Role Permissions and then regardless of the report filters, the system will respect the Permission settings of the role.
The rules can be crazy complex as to the control over which records a Role may View and which they may edit, since it can be based, if necessary, on a Custom Rule based on a formula field.
The rules can be crazy complex as to the control over which records a Role may View and which they may edit, since it can be based, if necessary, on a Custom Rule based on a formula field.