Brian, Why not create an active link on hpd:help desk where on selection of the Contact Company, it sets the same company in the Assigned Group Company field and then change the field to read only?
Sent from my iPhone > On Oct 15, 2013, at 6:54 PM, "Kalicki, Brian J (IS)" <brian.kali...@ngc.com> > wrote: > > ** > Good evening List, > > I am finally getting around to taking a look at our current customizations > surrounding “multi-tenancy”. In our case, we have a leveraged service desk > model, where an individual at the call center has access to multiple tenants. > So far, we have done a pretty good job of creating workflow (only for > Incidents at this time) to not allow an individual with access to multiple > tenants to “cross company boundaries”, primary example is Assigned Group; > currently, on submit or modify, workflow checks Contact Company against > Assigned Support Company, if they match, Ok, if not, error. > > This particular workflow is causing other issues, so I have decided to look > into the possibility of filtering the Assigned Group menu for support groups > related to the selected Contact Company. Here is what I have done so far: > > 1. Created a custom field called “CompanyChk” and placed this field on > CTM:Support Group (This will be referred to as the “check field”) > 2. Created an ActiveLink on HPD:Help Desk, on Menu selection of Contact > Company > a. Push Contact Company to the check field on CTM:Support Group > 3. Modified the menu qualification on HPD:Help Desk; Assigned Group, to > check Company = CompanyChk > > At this point, it works as intended, but since I am not clearing the check > field, the next person who has access to the particular company will see the > support groups even if the Contact Company is different for the ticket they > are creating. This also goes for tickets they are modifying after submit. > > I am afraid that if I put in more workflow to clear the check field, there > will be A LOT of write activities to the database and cause performance > issues. I believe this to be true as I will have to add workflow to clear it > after, say Submit, but then push the contact company again on modify. > > > Any ideas or thoughts would be appreciated as I have not been able to find > anyone else who has attempted the same. > > Regards, > --Brian > _ARSlist: "Where the Answers Are" and have been for 20 years_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
