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I need to create e (confidential) custom activity entity which is displayed in the timeline of other entities. The visibility of the custom entity must be limited. Unfortunately, the security roles privileges apply to all Activity records, but not to the child activities.
I stumbled upon plug-ins, which implement against RetrieveMultiple step, which seem to solve the issue. Is this the right approach, and is there anything else I need to pay attention to?
Hi @kv,
I personally wouldn't recommend the plugin approach - it would take more build and maintenance effort and would also have a performance impact.
I would suggest trying to challenge the reasons why this custom table needs to be a type of Activity. Is it purely so that it can be displayed in the timeline? Or does it genuinely represent a time-bound interaction with a (potential) customer? If it does not need to be a type of Activity, a cleaner approach would be just to make it a normal custom table as you can then control access to it using normal security configuration
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