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I am trying to figure out if we can solve the below scenario:
In a restricted portal, customer1 submit a ticket and want to share the ticket with customer2 ,3, 4, 5:
- Customer 2 is a competitor with customer 1. System will generate a warning mail to Customer 1 and stop the ticket sharing to customer 2.
- Customer 3 is not exist in the current customer list. System will generate a remind mail to project admin. Project Admin will grant access list to customer 3.
- Customer 4 exists in the customer list, allow the ticket sharing.
- Customer 5 is a partner with customer 2. System will generate a warning mail to Customer 1 and stop the ticket sharing to customer 5.
For the case of customer 2 and 5, setup 'organization' may help, But together the case for customer 3 and 4, I am not able to figure out the solution unless there is a smart value for a project customer list and organization customer list, then we can setup several automation rules (lookup the customer list and make the comparison).
Anyone able to help on my scenario OR conclude it cannot be done?