How to hide some tasks in All Task List under Activities tab for an Account

[amir_ansari]

Hello All,

I have a requirement where I have to hide all the records for a document type lets say 'A' from some business users. Now I was able to add the document type field in the advanced search query in Task tabs under Activities work center and assigned that query to the business role. So in Activities WC Users with the business roles are not able to see records for document type 'A'. But when you go to any account and check under Activities tab for that account , those records are still visible under All Tasks. How can we make these hidden from everywhere?

Thanks in Adance.

[former_member226 · Accepted solution]

Hello,

There is no centralized way to handle such a scenario via UI Adaptation that can filter out the records from Tasks OWL as well as various places where an "advance list pane"(ALP) has been added for tasks(like account).

Therefore, you need to manage all the places using the same page layout adaptation via organizing the queries in Account/Contacts or any other UI wherever you see a business user can have access to Task's list view.(Make sure field you are trying to filter on is available in ALP query filter)

Further, you can also check if PDI CustomAccessControlListWrite can be utilised to achieve your use case, but this would require a high development effort.

[amir_ansari · Accepted solution]

Hi Saurabh,

Thanks for your reply.

Thats the issue I am facing. I dont see the field 'Document Type' in the ALP query filter for Tasks under Account. Is there a way to add that field in the filter.

[former_member226 · Accepted solution]

In that case, you have no other choice but to proceed with a custom solution where you need to create a ext field to manage the filter value and extend it to all the relevant UI.