如果我将两个用户分配给两个角色，比如说 CSM 和销售代表。如果我是销售代表，并且我转到活动选项卡并单击直接邮件视图以查看直接邮件类型的记录，我将获得一个结果集。现在，如果 CSM 用户试图通过再次单击 Direct mail 视图访问相同的视图，他应该能够访问不同的集合，即不同类型的直接邮件记录集。我如何做到这一点。这是我现在任务的重中之重。在此先感谢！
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You could create two views with the same name then make them each visible to the appropriate set of users.
You need to create two Views, one that corresponds to each of the groups. For simplicity, you can name the Views the same thing so long as the Unique Name is, obviously, unique. I would recommend something like Direct_Mail_Sales and Direct_Mail_CSM for the unique names.
Set up the criteria for the views however you'd like.
When you get to the bottom of the configuration for each view, make sure to select "Visible to certain groups of users" and select the corresponding Role from the list. This will make sure that the view is only visible to the appropriate role.
Since The views have the same name, it will appear to the end user to be the same view.
于 2012-05-11T20:49:00.443 回答