Support resource and territory based record sets for custom objects in adaptive search
Custom Objects are now supporting access group security where you can define access rules for Team and Territory hierarchy. With this feature the following team and territory based record sets will be available for filtering in Adaptive Search when the corresponding team and territory access rules are enabled for the custom objects.
- I am on the team
- My subordinates are on the Team
- My territory
- Records in My territory hierarchy
- Records where I am on territory team
- Records where My subordinates are on territory team
This feature helps to drive better decision-making and increases efficiency by allowing data to be filtered based on Team and Territory.
Steps to Enable
You must enable team and/or territory access rules for the custom objects to use this feature. Else these record sets will not work.
Refer to this link to enable team based access for custom objects - https://docs.oracle.com/en/cloud/saas/applications-common/25b/oacex/enable-team-based-access-to-custom-objects.html
Refer to this link to enable territory based access for custom objects - https://docs.oracle.com/en/cloud/saas/applications-common/25b/oacex/enable-territory-based-access-to-custom-objects.html
Tips And Considerations
In order for these records sets to display for custom objects, you must enable and define group access rules for the Team and Territory hierarchy.