Restricting based on Owner

Following are the steps to restrict User to a document based on Owner/creator.

Step 1: Role Permission Manager

Setup > Permissions > Role Permissions Manager

Step 2: Select Document Type

Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.

Sales Order

Step 3: Apply User Permission

For Role to be restricted (Sales User in this case), check "If Owner".

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