Friday, November 9, 2018

Global Search and Employee Restriction on Transactions

When using a role with Employee Restriction set to own, subordinate, and unassigned, Global Search functions this way when the user searches for transactions:

 Scenario Visible From List/Search Visible From
Global Search
 Transactions Assigned To User & Subordinates T T
 Transactions Assigned To Other Users F F
 Unassigned Transactions T F
 Unassigned Transactions for a Customer;
 Customer is Later Assigned to the User

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