User Story LSCRM-132/43: Update the Sample confidentiality when the Opportunity confidentiality the Sample is linked to, is updated.
Why the new implementation: the need for BDMs, Sales Reps, Laboratory Managers to comply with the NDA and protect sensitive information when managing the confidentiality of a Sample linked to a confidential Opportunity.
Goal: The changes aim to track and capture the visibility changes in an Opportunity while having the related Samples comply with the same visibility.
Feature Overview: The new feature showcases a new automated functionality which uses two, already existing, fields, one for Opportunity, called “Visibility” (picklist) and one for Sample, called “Confidential” (checkbox) to automatically update the Sample with the same type of access as the Opportunity’s visibility; this way, the new functionality allows the BDMs, Sales Reps, and Laboratory Managers users to track and manage the confidentiality of a Sample linked to an Opportunity.
Depending on whether the Opportunity’s visibility is confidential or not, team members are also involved in the process; no former team member part of the Sample will be able to access the Sample and the Opportunity’s details anymore once the related Opportunity’s visibility becomes confidential, because the members in question will be automatically removed from the Sample’s team members and replaced by the team members on the related Opportunity – this way, both the Opportunity and the related Sample will share the same team members with the same type of access to the two; unless any of the Opportunity members were inactive at the time the move was triggered from the Opportunity team to the Sample’s one, all the rest of the members will be moved.
Addresses to: Implementation applies to all GBUs, ECO + SCO, when Visibility on Opportunity is being changed
Current Implementation Behavior:
What’s New?
- if the Opportunity’s visibility is updated to confidential, its related Sample(s) will also become confidential and the “Confidential” field on the Sample(s) will not be editable - an error will be displayed letting the user know he is not allowed to change the ‘Confidential’ field of a Sample related to an Opportunity: “This field cannot be edited because this Sample is related to an Opportunity”; the Case team members will have the same users as the Opportunity’s team members as a result of the opportunity’s team members having been copied into the sample’s to comply with the sample confidentiality rules. NOTE that if the users are inactive, inactive users on Opportunity will not be added to the related Sample upon Opportunity change of Visibility value to "Confidential", but will remain only on the opportunity team, the way they were to begin with.
- case sharing rules were updated accordingly so that only the non-confidential Samples are shared with the assigned groups for both ECO and SCO users
- if a Sample is created and related to a confidential Opportunity, the Sample will become automatically confidential and the user will not be able to change the Sample’s confidentiality; the Case team members will have the same users as the Opportunity’s team members
- if the Opportunity visibility is not changed to Confidential but to GBU Restricted or Shared, the related Sample will not be confidential and the user will not be able to change the Sample’s confidentiality with it being related to an Opportunity; as long as the Sample is related to an Opportunity, the user will not be able to change the "Confidential" field no matter the "Visibility" of the Opportunity.
- if the Opportunity’s visibility changes from Confidential to Shared or GBU Restricted, all the samples linked to that opportunity will be updated with ‘Confidential’ field unchecked
- if the Sample is not related to an Opportunity, the sample is not confidential and the user will be able to edit the “Confidential” field on Sample - this is the only scenario where the user gains the ability to edit Sample confidentiality
- new picklist value “Confidential” to Visibility picklist on Case
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