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Hello All,
We are trying to find out a way to apply filters on campaign template selection while creating a new campaign.
Use-case: We have 2 Business Units, A and B provided with access in such a way that one BU cannot able to see other BU entities and vice-versa. However, few of the common entities like Templates are shared by both BU's and accessible to each other. We have 4 templates created (2 each for BU).
Requirement: Client is now asking is it possible to select the template based on BU. E.g.: when I am creating a Campaign Workflow under BU A and during template selection I should be able to see only 2 templates pertaining to that BU, not 4. Same is the case with other BU as well.
I see this is something tricky to achieve and not able to get through :(. Requesting your suggestions on the same.
Simpler way of achieving this is by segregating the templates at folder level specific to BU. However, Client seems not interested in going that way and rather want to identify from common folder only
Thanks,
SSB
Solved! Go to Solution.