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How To Filter Data Based On Account Or Account Key In DCS (Doc ID 2626258.1)

Last updated on SEPTEMBER 27, 2023

Applies to:

Oracle Fusion B2B Service Cloud Service - Version and later
Information in this document applies to any platform.


Qn1:On : version, Digital Customer Service

How to filter data based on Account or Account key in Digital customer Service

Customer has requirement to filter the custom object data based on the Account name or Account key.

Example - We are showing invoice data to end customer but currently all invoices are visible to all the customer as we required to show only logged in customer Account or Account key
Please note - Invoice is a custom Object in engagement cloud and every record associated with Account name
Like The Account Manager role grants the privileges to view and edit all service requests for a specific customer account



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