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Topics#Customer ServiceQuestion de Kim Roberts
Kim Roberts (PrismHR) a posé une question dans #Customer Service
14 déc. 2020, 22:42

How do you limit displayed users in the Change Owner drop-down?

On athe CASE object, using the Change Owner option in LEX.  How do I EXCLUDE users of a certain profile from appearing here?  In Classic, when I change the owner, it only displays internal users, which is what we want.  But in LEX, it displays all users, regardless of profile.  At a minimum, we would like to exclude our Community Users. 

 

Support says this is not possible.  Is that really true?  We are opening ourselves up to potential mistakes...
1 réponse
  1. Kim Roberts (PrismHR)
    14 déc. 2020, 23:17
    I was pointed to this idea that says it cannot be done but some folks mention modifying the Lookup filter.  I don't see one for "Change Ownership".  Can someone be more exact on the location to do this?  

     

    From support:

     

    I have found an idea posted on an IdeaExchange forum regarding this request.

     

    Please find the below idea link:https://trailblazer.salesforce.com/ideaView?id=0873A000000PZuoQAG

     

    I hope this feature gets implemented soon into standard functionalities. I can understand that this is a much needed feature. As of now, using the classic version will be the best alternative.
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