Give Custom Role Permission Based On Custom Field (Doc ID 2285673.1)

Last updated on AUGUST 29, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

I want to create a custom role, and I want to assign permissions to Opportunities on the custom role, based on the value of a custom field in the Opportunity. Please see screenshot attached of custom field.

We have created a field called Division on Opportunities. We want to be able to give permissions to Opportunities based on this custom field.
Example, if a user has the new custom role, which gives permissions to Division = "SA Finance", then that user should have full access to all Opportunities where Division = "SA Finance".

How can that be chieved?
 

Solution

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