Wednesday, December 28, 2011

Constraining PIck List Based On Positions

Hi Friends

I have got the following requirement:

I have an LOV type Account_type and values Gold,Bronze and Silver. I have got two positions
Rep and Manager. Now the requirement is Rep cant see the Gold and Manager need to see all values.

Sol1:

One way is using scripting as in the following link
Sol2:

The other way is configuration.

Stp1
Create profile attributes for the position and give values rep as 01 and manager as 02.
Please see some where on the web for this step

Stp2:
create calculated filed and put the value as GetProfileAttr("Yourprofileattributeinstep1")

Stp3:

Select the filed in BC which has the pick list for that particular LOV and add constraint
as below

Filed: Calculated filed created in step2 and
picklist field as your subtype field in picklist generic BC

stp4:

Create LOVs as below

Type  Value  subtype
Account_type Gold 2
Account_type Silver 1
Account_type Silver 2
Account_type Bronze 1
Account_type Bronze 2

The Catch:

The calculated field should get the value as 2,1 for Manager and Rep.

Hope this could help you.

1 comment:

Unknown said...

List selection and selective what is needed, what works best. friv 7