Record value selection from other domains

Users who can see multiple domains have the option to select record values from a domain that is different than the record's domain.

For example, service desk agents working for a managed service provider might want to assign certain incidents to themselves to resolve issues on behalf of their customers. When they do this, the incident Assigned to field might contain a user from the MSP domain, even though the incident record itself is associated with a child domain such as ACME.

Selecting a record value from another domain does not change the record's domain. The record retains its original domain. When a user views a record with values from multiple domains, the user's domain visibility determines what they see.

Table 1. Record value selection
When these conditions are met The user has access to these UI elements
The user has access to the domain of the current record referenced in a field. The user can:
  • See reference field display value. For example, sees the user name in the Assigned to field.
  • See the related record from reference icon. For example, sees the user record for the user in theAssigned to field.
  • Select values from any visible domain. For example, can select users from either the MSP and ACME domains.
The user does not have access to the domain of the current record referenced in a field. The user can:
  • See the reference field display value. For example, sees the user name in the Assigned to field.
  • Only select values from the record's domain. For example, can only select user's from the ACME domain.