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How Constrain Standard Owner Dropdown As It Is Not Constrained By Condition In Search And Select Dialog Box? (Doc ID 2852282.1)

Last updated on FEBRUARY 28, 2022

Applies to:

Oracle Fusion CX Sales Cloud Service - Version 11.13.21.10.0 and later
Information in this document applies to any platform.

Goal

The requirement is to restrict the visibility of Lead Owner to be only some users. How can this be achieved?
1. In Resource object, a custom layout for Search and Select Dialog Layouts was created. This layout has the needed fields for filtering exposed on search section.
2. In Sales Lead object, creation layout re the above created resource layout and defaulting the values of the needed fields with the respective values
3. When the user opens up search and select dialog box, the values are restricted based on the defaulted values
4. The filtering is not happening on the drop down values and auto suggested values
 

Solution

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In this Document
Goal
Solution


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