How to implement AND logic for team based record visibility

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  • DGorsse
    Junior Member
    • Jan 2025
    • 11

    #1

    How to implement AND logic for team based record visibility

    Dear forum,

    For a project I have the following:
    • an entity called Feedback Form with multiple records where Teams are assigned on
    • a team for people handling feedback related to a certain sector (example is a team handling cash related feedback)
    • a team for people handling feedback from a certain branch (similar to a location) (example is a branch called Demnat)
    • users are assigned to 1) a sector team and 2) a branch team
    Currently, EspoCRM uses an “OR” logic for team visibility: a user in Team A (e.g. Demnat) and Team B (e.g. Cash) can see all records from either team. For people working at both branch and sector level, this results in visibility of all forms from their branch, even if they are not assigned to their sector. Meaning that as a cash handler for Taroudant, I can also see all the feedback forms from other sectors if they are in Taroudant.

    The desired situation is to only show the intersection ('AND') of what two teams can see so that records are only shown when both assigned teams match the users' teams. See the below visual for the difference between current and desired situation.

    Has anyone made this possible in EspoCRM? Or is there another alternative to work with permissions based on multiple teams?

    Click image for larger version

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