The requirement is to give access to the users who can read, write and delete Cases as below.
> Display the cases of the all children accounts of logged-in contacts.accounts.parent-account.
> Logged In Contact.Account.ParentAccount == Case.Account
> Account A1 is parent account for Contact C1
> The A1 Account has Parent Account i.e. PA1
> Account A2 is child account of PA1
Based on the above scenario, I want to list cases related to accounts PA1, A1, and A2.
Any help will be appreciated.
Have you tried setting up the required Entity Permissions using a combination of Account and Parent Scope?
Setup an Entity Permission on Account, using Account Scope and use the Parent Account Relationship. Then create another permission using Parent Scope (on Account) and use the Child Account Relationship. In theory this should give you access to both layers of accounts.
Then of course you need the Entity Permission on Cases, using Parent Scope on the Account to Case Relationship.
Haven't tried it myself, but that might work.
Thanks for the help, Sik.
Yes, I have tried Filter Conditions on Case Entity List, but that does not work for me.
When selecting account lookup in Account Attribute then it will filtered case records based on selected account lookup field of the case. But I want to filter cases based on Parent Account of logged-in Contacts Accounts.
Did you manage to resolve this, as I have the same issue? I want to be able to show parent and child account related records to a user if the contact is related to the parent account.