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Umair Mohammad 10
Custom fields only viewable by certain roles, not ALL.
Hi Team,
Need your assistance once again. As always, I have attached images to better illustrate the ASK.
We would like to see specific roles (see image) to view the yellow highlighted fields on the case layout (see image) despite choosing any 1 of the 4 main record types they can choose from.
Roles
Yellow highlighted fields
I would like to understand what type of solutions can we utilize so I know those solutions.
Much appreciated.
Need your assistance once again. As always, I have attached images to better illustrate the ASK.
We would like to see specific roles (see image) to view the yellow highlighted fields on the case layout (see image) despite choosing any 1 of the 4 main record types they can choose from.
Roles
Yellow highlighted fields
I would like to understand what type of solutions can we utilize so I know those solutions.
Much appreciated.
Do you have FLS enabled for above fields? If you want to hide fields for specific roles you would need to disable field level access for particular user profile to hide above fields else you can use record type for same.
Thanks,