How opportunity can be checked with Access Control Engine

[Former Member]

Dear All,

There is a flag like u2018Confidentialu2019, like a check box in a opportunity document. Can we block users using Access Control Engine security to search on opportunities having the u2018Confidentialu2019 flag checked?

In other words, the scenario will be to allow specific users to retrieve or basically search and get all opportunities created in the CRM system EXCEPT the ones marked as u2018Confidentialu2019.

Thanks,

Anup Garg

[Former Member · Accepted solution]

Hi Anup,

Almost everything is possible with ACE. But it takes time to implement it.

Chek out these very useful blogs on ACE:-

Hope this helps!

Thanks and Regards,

Rohit

[Former Member]

Closed

[amarnath_kathi]

Hi Anup,

This can be done but it would require elaborate coding in ACE methods. Let me briefly explain ACE mechanism. There are 2 main methods in the class that needs to be implemented for ACE. One is Actors for OBjects (AFO) and the other is Objects by filter(OBF). The first method determines who all are eligible to see what accounts, prospects, opportunities, contacts etc. The second method actually determines accounts, prospects, opportunities, contacts etc.

For your requirement, you need to code in the OBF method so that you filter out those opportunities checked confidential. For this, all we would require is to get a field from a table which shows whether the opportunity is 'confidential' or not. Once this filtering is done, only those objects not checked 'confidential' would be viewed by all those using ACE.

Hope this helps.

warm regards,

Amar.

[Former Member]

Hi Amar,

What are the possible actors here? Means what are the common field between opportunity and users?

How we can make any opportunity as confidential? Means where this flag can be set in the process of opportunity creation?

Thanks,

Anup Garg

[suchita_phulkar]

Hi Anup,

I am doing the same thing..just on quotation but...we also have a checkbox for externally configured quotations which i am not showing in result list of quotation search.

I can give you a code directly for this..I dont know if you are a WEB UI person ? let me know otherwise it will be a lil difficult for you to understand the code.

I havent heard ACE in web UI context ( may be i am lagging behind the stream) so i asked you if its related to web ui.

Thanks & Regards,

Suchita

[Former Member]

Hi Suchita,

No I am not Web UI person. I will be doing my first assignment towards ACE. It will be great help for me to start if you share the sample code.

My id is anup.garg at the rate gmail dot com

Thanks,

Anup Garg

[suchita_phulkar]

Hi there,

Is your question is related to WEB UI ?

I mean, in WEB UI search opportunities page, when user clicks search without specifying the search criteria , it displays all the opportunites in the Result List. Now So you want that only those opportunities should be displayed in resultlist which has 'Confidential' flag NOT MARKED ?

Let me know if i ave understood your requirement correctly ? I can then give you the solution for this.

Thanks & Regards,

Suchita

[Former Member]

Hi Suchita,

Yes, you have understood the requirement correct.

The confidential flaged opportunity should not be displayed in result search.

Thanks,

Anup Garg