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).
Alternate solution:
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.
No comments:
Post a Comment