Skip to main content
hamburger menu Created with Sketch.
Veeva Support APAC Mid-Autumn Festival Sep 10 - 12 - Limited staff, please plan accordingly

Search the Knowledge Base

How Can Lookup Filters be Configured to Restrict Data Based on User's Profile in CRM iRep?

  • Updated

Question:

How can Lookup Filters be configured to Restrict Data Based on User's Profile in CRM iRep?

Answer:

Lookup filters are Administrator settings that restrict the valid values and lookup dialog results for Lookup,
Master-Detail, and Hierarchical Relationship fields.

CRM iRep supports Lookup filters that are specified by User Profile ID or User Profile Name through the Lookup filter dialog.

Note:

If using Profile ID, the end-user requires access to query ProfileId on the User object. This visibility is controlled by the View Setup and Configuration Administrative Permission.

If using Profile Name, the end-user requires access to query Profile_Name_vod__c on the User object. This visibility is controlled by Field-Level Security (FLS).

Related Documentation:

CRM Help Documentation: Configurable Lookup Filters and Layouts

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Powered by Zendesk