Dynamic view in multiple levels of approval

Yashwant Singh

Working below dynamic view where we can share view to prepare and reviewer both.

In share image, Based on Approval's we need to restrict edit option for both so that Prepare can't change Reviewer fields and Reviewer not able to change Prepare fields... any solution or we create two separate dynamic view for both users..???

Genevieve P.

Hi @Yashwant Singh

Your suggestion of two views would be the best way to go, in this instance.

You can set it up so that both views look the same (they can both have the same visible fields), but then depending on who the view is for you can restrict the editable content. One view for the Preparers, one for the Reviewers.

Yashwant Singh

thanks for your response .....