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Business Rules Example #256 – Order a Option set/Picklist depending on a User’s role

Jun 30, 2020 | Business Rule Example

A new knowledge base article has been published on our support portal.

Overview

In this KB article, we will show how to filter and sort picklists/option sets. 

In our example we will change the order of an Accounts’ shipping method to be alphabetical whenever a User is in the security role Sales Manager

North52 BPA Solution

The North52 BPA solution works like this:

  • A client-side Formula is set up the Account entity that fires on the onLoad event
    • This formula will check the current User’s security roles
      • If the User has the security role Sales Manager the Address 1 shipping method will be ordered alphabetically

View this article in full on our support portal