A custom record has been created having the following fields defined:
- Case with Type = List/Record of Record Case
- Subsidiary with Type = List/Record of Record Subsidiary with Apply Role restrictions checked (to restrict the list of records and show only the ones linked to role's subsidiary).
Source the Customer on the custom record and from it source the subsidiary:
- Add a new field on the record: Customer of type List/Record Customer, with Sourcing & Filtering set to Source List=Case, Source From=Customer
- Edit the Sourcing & Filtering for the Subsidiary field and set Source List=Customer, Source From=Subsidiary
The Defect 280314 has been raised to address this issue and be able to directly source the Subsidiary from the Case.