Change Filter Status

Explanation

This activity is used to change the status of a CRM Access Filter. A CRM Access Filter can have the following statuses:

On: The filter is active. Privileges are assigned to users according to the settings defined in the CRM Access Groups and the filter.
Off: The filter is inactive. All users have full access to all records.
Inherit: The filter inherits privileges from the parent filter. When a filter is configured to inherit privileges, all settings defined on that filter are ignored, and access is determined entirely by the parent filter. For example, the Business Activity filter can be configured to inherit privileges from the Customer filter. Access to a business activity is then controlled by the access granted to the customer associated with the activity.This activity is used to change the status of the CRM access filter. You can change the status of the filter to on, off or inherit.

Prerequisites

There are no prerequisites for this activity.

System Effects

The status of the CRM Access Filter is updated.