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Former Member

Restricting the view of C4C Opportunity report to the Employees under Sales team

Hi Experts,

I have created a Custom field in Opportunity Root level which is an Indicator and this field has been extended to OpportunityHeaderandItem data source as well.

I have created a custom report on top of OpportunityHeaderandItem DS.I have a requirement to restrict the data view of the report based on the following scenarios.

Scenario 1: Opportunities with the Custom Indicator set

Logged In user can see only the Opportunities in which he is a part of Sales Team.

Scenario 2: Opportunities with the Custom Indicator Not set.

Logged In user can see all such Opportunities even if he is not a part of Sales team.

In general if there are a total of 10 Opportunities in the system in which 5 Opportunities having the Custom Indicator set and remaining 5 with the Indicator not set.

Among the 5 Custom Indicator set Opportunities if the Logged In user is a part of Sales team for 2 Opportunities.

Then while executing the report he should see only 7 Opportunities in total excluding the 3 Custom Indicator set Opportunities from his view.

I have tried the relative select approach for Employee field but it is not having the Option to select MySalesTeam and also I am not sure how to apply the second level of restriction by checking the Custom Indicator field.

Kindly provide your valuable inputs here for achieving this requirement.

Regards,

Navin

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2 Answers

  • Nov 17, 2016 at 10:28 AM

    Hi Navin,

    In the Report, select button "Add Fields" to select the extension field.

    Thanks, Pradeep.

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    Former Member
    Nov 18, 2016 at 04:46 AM

    Hi Pradeep,

    I have already extended the extension field in the report.My query here is how to restrict the report data based on the following conditions.

    1. Sales Team role in Opportunity + Custom Indicator value.

    Regards,

    Navin

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