I need to create power app, where all the organization members should fill some forms. I want managers to see all other members' recorded inputs.
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I am trying to create a rule for when a user of a group that I have created called technicians can only see their scheduled appointments but the admin user must see all the appointments of all the technicians. It's not working for me.
As you can see in the attached images, there is a user eduardo tecnico that is associated with the field combination of resources and effectively shows me the appointments associated with it, but when I log in as admin it does not show anything, no appointment. And if I activate line 7 of the code, it shows all the appointments for the admin and for the technician, which is not what I am looking for, what can I do? what am I doing wrong?
Attached images:
Rule
Admin view
Technician view
I have tried modifying the domain_force in many ways with no positive results.
I am making a CRM for my business as a Realtor. I currently have the database connected to the site and I can add, remove, and update the contacts. Each contact will be assigned a "type." Like one type of contact may be a FSBO or one may be a buyer.
What I want to do is have a page that tells me if I need to do something like send an email or text to one of them that day. I have a predetermined campaign for each type. The FSBO type needs to be sent certain text messages on certain days depending on when they were added to the database.
So my question is how do I setup reminders to be displayed on the page showing me who needs what sent to them? Just a little confused about how to set up adding the campaign to each contact and then how to query the database to get the reminders due.
What is the best way to ensure that a user can access a specific record? I have a page that displays account details. The URL of that account page has an ID in it for that specific account. Some users can see accounts that belong to their area, but not other areas. What's the best way to control which account details a user can access if they put an ID of an account not in their area into the URL?
The issue I'm having in Dynamics CRM 2013 is the ability to assign activities or appointments to a team and have those cascade downward into individual users. The end goal here would be after assigning a lead or activity to a team, the users within that team would receive notifications, emails, etc. and those records would integrate with their 'my' sections of CRM.
The issue I see with this is that only 1 'Owner' can be set for a new record in all areas of CRM, and the 'my' sections are based off of the Owner. Therefore the users within the team won't be notified.
We are currently using a service to pull from an existing database and populate CRM, assigning new leads to a Team which contains multiple users.
Does anyone have a recommended method to do this?
Thanks for your time.
Either give the users a view of "Leads owned by Teams of which I am a member" or possibly use Queues, which are pretty much designed for the scenario you describe.
New items assigned to a Team will be added to the Team's Queue. Users can see all Queue Items not yet being worked on (from all Queues they have access to, including all Teams they are members of). A user can "work on" an item to show they are dealing with it so it no longer appears in this list of items to be worked on, and instead appears in their own list of items they are working on. A user can either complete the item or 'release' it back into the queue.
Queues can contain items of different types, eg Leads, Tasks, Cases etc.
I have an MVC 4 based web app. Where I provide 2 login types, 1. Employee and 2. Customer. With Customer login, I present a dashboard and other stuff, about his orders, etc. With Employee login, I allow the employee to search for his customers and provide the ability to carry out certain customer specific tasks.
It is possible that, an employee after login can seach for a number of customers and fetch each of their details in multiple browser tab(s).
I am having difficulty in maintaining state for each tab, if I put the unique identifier of the customer in session, as the next subsequent request will overwrite the session!
To solve this, I have relied on a (dirty) viewbag based solution, where I set the customer number in viewbag in every view.
Is there an elegant solution to solve this? a known design pattern?