Hi everyone,
I am trying to implement a very standard use-case for Sales Representatives using the Mobile App, but I’m facing a frustrating conflict with standard User Permissions. I am looking for a script-free solution (Client Scripts won’t work since we use the mobile app).
**
The Goal:**
1. Restrict a Sales Rep to only see and select `Customers` from their assigned `Territory`.
2. Allow the Sales Rep to select their assigned `Warehouse` (e.g., their van warehouse) in sales transactions like Sales Orders.
**
The Setup:**
* Created a User Permission for the Sales Rep: `Territory` = “Territory A”.
* Created a User Permission for the Sales Rep: `Warehouse` = “Van Warehouse A”.
**
The Problem:**
I am stuck between two choices, neither of which fully works:
* **Scenario 1 (Apply Strict User Permissions is OFF):**
The `Warehouse` dropdown works perfectly. However, the `Customer` dropdown is NOT filtered; the Sales Rep can see all customers in the system, ignoring the Territory permission.
* **Scenario 2 (Apply Strict User Permissions is ON):**
The `Customer` dropdown filters perfectly based on the Territory. BUT, the `Warehouse` dropdown becomes **completely empty**. Because the `Warehouse` Doctype does not contain a `Territory` field, the strict permission logic hides all warehouses, overriding the user’s explicit Warehouse permission.
*Note: I opened GitHub issue #58711 regarding this, but it was closed with a workaround suggesting giving the user permission to “All Warehouses”, which completely defeats the purpose of restricting them to a specific warehouse.*
**
My Question:**
How does the community handle this standard scenario without writing custom Server Scripts? Is there a standard configuration (perhaps using ‘Applicable For’ or ‘Ignore User Permissions’ on the field level) that successfully filters Customers by Territory while keeping the permitted Warehouse visible?
Thanks in a
dvance for your insights!