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suman_saurabh
Contributor

Code List Restriction:

To restrict displaying certain code values for a specific set of users, you can maintain code list restrictions. You can define these restrictions for a combination of the following values: Business Object, Code Type, Business Role and Control Field.

Scenario:

You want to restrict 3 drop-down fields of the opportunity for a particular business role.

- Limit the drop-down values of Sales Phase field.

- Limit the Contract Period drop-down field based on the selection of the value in the Category field.

Use Case 1: Limit the drop-down values of Sales Phase field

  1. Login to the Silverlight UI.
  2. Go to the Administrator work center.
  3. Go to the General Settings view.
  4. Click on Code List Restrictions.
  5. Click on New button.
  6. In the pop-up, select the Business Object Opportunities; and Code to Restrict as APC_S_SALES_CYCLE_PHASE_CODE - Sales Phase.
  7. Select the Business Role to be assigned.
  8. Save & Open.
  9. In the next screen, uncheck the sales phase value which should not be available for the business role (e.g. Identify opportunity, Qualify opportunity & Close).
  10. Save your changes.




Note: Please check the supported BOs in the Business Object field.



Now with this restriction the user assigned to the business role will not be able to find the Identify opportunity, Qualify opportunity and Close in the value help of the Sales Phase field in opportunity.


Use Case 2: Limit the Contract Period drop-down field based on the selection of the value in the Category field.


  1. Login to the Silverlight UI.
  2. Go to the Administrator work center.
  3. Go to the General Settings view.
  4. Click on Code List Restrictions.
  5. Click on New button.
  6. In the pop-up, select the Business Object Opportunities; and Code to Restrict as /BYD/A0014P0004AA093351A8B - Contract Duration.
  7. Select the Business Field radio button under Control Field.
  8. Select the business field Category.
  9. Select the Business Role to be assigned
  10. Save & Open.
  11. In the next screen, for the Category values (e.g. Prospect for Product Sales), uncheck all Contact Duration values except 24 Months.
  12. Save your changes.




Now with this restriction if the user assigned to the business role selects the Category as Prospect for Product Sales in the opportunity then the Contract field only shows the option to select 24 Months (all other values will not be shown in the drop-down due to the applied code list restriction).



Note: Please logout from the system & login again if the created code list does not work in the desired screen/UI.

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