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Question

Generic Inquiry Results Restrict View to Only a Specific Security Roles

  • March 26, 2026
  • 3 replies
  • 22 views
E
Freshman I

Good day, I have Generic Inquiry that pulls data from Customer and Activities including email subject.  I have ten different Branches for the time being.  I am going to have more than 100 as some point.  I don’t want to create a different GI and then set them to the individual branch security roles.  The customer are set to Restrict Visibility for the customer account.  We don’t the Branch manager to see the other branch activities.  Any ideas?

Thank you.

Evam

 

 

      3 replies

      nickcerri32
      Pro I
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      • nickcerri32
      • Pro I
      • March 26, 2026

      ​@evangrill I’ve got a client that uses branch restriction with specific customers (among other things) only visible to one branch, and I set up the conditions of their GI’s like this. The @Branch value is useful.

      note:They aren’t live yet, so this is kind of a pain to do branch by branch, which is why the @me line is in there, but not active when the client is using it. 

       

       

      Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
        E
        Freshman I
        • evangrill
        • Author
        • Freshman I
        • March 26, 2026

        ​@nickcerri32  Hi Nick.  Thank you for the feedback.  Question.  Which table is the Features?  I found one but it did not have the field in the screenshot.

        Thank you

        Evan

        nickcerri32
        Pro I
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        • nickcerri32
        • Pro I
        • March 27, 2026

        ​@evangrill - it may be a default join in later versions. 

         

        Customer is Cross joined to the FeaturesSet with no fields

         

        I didn’t show in the screenshot of my first post, but relevant line on the Conditions tab uses the OR operator, so as long as every customer has a branch restriction (which would apply to line 2 below), the GI should work.

         

        Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
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