A new knowledge base article has been published on our support portal.
Note: This functionality will be publicly available in the next release expected in early September
This scenario will demonstrate how to change the options available in a pick list depending on who the user is.
The business requirement here is that the Category pick-list on the Account form will display different pick-list values depending on what security roles have been assigned to the logged on user.
Matrix of Security Roles to Option Set Values
- Everyone - Standard Customer
- Salesperson - Standard Customer, Internal Customer, Local Customer, International Customer
- Sales Manager - Sames as Salesperson and Preferred Customer
- Marketing Manager - Standard Customer, Advertising Client, Advertising Partner
- System Administrator - All Options
- Internal Customer – 100000001
- Local Customer – 100000002
- Standard Customer – 2
- International Customer – 100000003
- Preferred customer – 1
- Advertising Client – 100000004
- Advertising Partner – 100000005
OptionSet view for System Administrator