Dynamically allow Menu fields to include/exclude menu items (1 Comment)

Topic by Geetha Amrutha

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Hello,

Any pointers on how we can include/exclude menu items based on a condition in Workflows/Workspaces without hard-coding?

We have a use case where an User is assigned to a Queue. This is achieved through a Custom Object where one user can be assigned one or more queues (1:M relationship). Multiple records created for user for different queues. Every Queue has one or more owners. The queue owner assigns queues to the users from the workspace. 

What we are trying to achieve is when the queue owner opens up the workspace, the queues displayed to him should restrict to the queues only which he owns.

Being aware that this can be done through workspace rules, where we need to specify the conditions manually, we are not looking to this approach as we cannot modify rules everytime we add the an User.

Trying to automate this using Workflows/Add-ins, facing difficulty as Queue is a menu field.

Tried creating a workflow using Decision and Load Report property but didn't find an option to include menu fields based on the report.

Any suggestions how this can be achieved? Looking to implement this AD or BUI.

Much appreciated.

Thanks,
Geetha

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