Hello,
I have a requirement to show records in a table (Permits), based on a hierarchical Account structure.
The logged in Contact has a lookup to the Account table, which will be used as the filter condition in the list.
The Account table uses the Parent Account field to establish hierarchy.
The Permit table has a lookup to the Account table.
Typically I would do this with the webAPI / fetchXML / javascript, but we have a requirement to do this with as much base functionality as possible. Want to make sure I'm not overlooking an OOB way achieve this - and recommendations are appreciated.
Thanks!
-----------------
Example:
Account Table:
accountname, parentaccount
Corp Store, null
Store 1, Corp Store
Store 2, Corp Store
Other Store, null
Permit Table:
name, associatedaccount
PER1, Corp Store
PER2, Store 1
PER3, Store 2
PER4, Other Store
Contact Table:
name, account
USER1, Corp Store
USER 2, Store 1
If USER1 is signed in the list (Permit Table) should return:
PER1, PER2, PER3
If USER2 is signed in the list should return:
PER2
Solved! Go to Solution.
Do via table permissions, however just be aware that you can't create them generically for extra layers/hierachy of Account (each layer of hierarchy needs another set of distinct Table Permissions).
We previously set up a structure where Parent Accounts would have Child Accounts, both the Account and Child Accounts would have their own users, but a set of Users of the Parent Account could access and perform the same actions as the users in the Child Account (as well as in their own Account).
Map out the relationships between the tables (including both the Child and Parent Account), and then for each relationship make sure you have a Table permission - 1 set of table permissions for the Child Account users, 1 set of Table permissions for the Parent Account users.
e.g.
Parent Account User
Child Account user
Unfortunately you can't have a generic set of permissions for parent of parent of parent without creating another set of Table Permissions for each level in the hierarchy.
Do via table permissions, however just be aware that you can't create them generically for extra layers/hierachy of Account (each layer of hierarchy needs another set of distinct Table Permissions).
We previously set up a structure where Parent Accounts would have Child Accounts, both the Account and Child Accounts would have their own users, but a set of Users of the Parent Account could access and perform the same actions as the users in the Child Account (as well as in their own Account).
Map out the relationships between the tables (including both the Child and Parent Account), and then for each relationship make sure you have a Table permission - 1 set of table permissions for the Child Account users, 1 set of Table permissions for the Parent Account users.
e.g.
Parent Account User
Child Account user
Unfortunately you can't have a generic set of permissions for parent of parent of parent without creating another set of Table Permissions for each level in the hierarchy.
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