How to Limit Update and View Permissions to Announcements by OrganizationUnit

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    How to Limit Update and View Permissions to Announcements by OrganizationUnit

    You may want to limit Announcements based off of OrgUnit. The following article gives the steps to do this. 

     


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    First, we will add a Text field to the Announcement Business Object. 

    1. Go to Configure Application
    2. Go to Business Objects
    3. Go to Announcement
    4. Go to Fields
    5. Click Add New
    6. Select 'Text'
    7. Name the field, 'OrgUnit'
    8. Select Unicode Text and increase the text length if needed. 
    9. Select the Validated checkbox
    10. Locate the Pick List 'Name of OrganizationalUnit' 
    11. Add Field. 
    12. Save. 

    Now go to the Form used for Announcements. Add the OrgUnit to this Form (You can add this to the List view as well). 

    You may want to create a business rule that initializes with an default OrgUnit for each Announcement or go in and update the values manually. 

    Now, let's say you want Users in the Service Desk Analyst Role to only see Announcements that have their OrgUnit associated with it. 

    1. Go to Configure Application
    2. Go to Users & Permissions 
    3. Go to  Roles & Permissions 
    4. Select the Service Desk analyst Role. 
    5. Go to Object Permissions
    6. Go to 'Announcement' 
    7. Select Edit for Access
    8. Add new case 
    9. Update and View where Records Announcement's OrgUnit_Valid is equal to $(CurrentUserOrganizationalUnit())
    10. Select the Update link on the right and then Save. 




    Now when a user logs in as a Service Desk Analyst, they will only see Announcements that have their OrgUnit.