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Walid
Prevent record owner from changing the record "owner" field
Hi there,
This is driving me crazy!
I am new to Salesforce, and I want to know how to prevent a user, say John Smith, who owns a record, say an opportunity, from transfering his record to another user. In other words, I don't want this user to see the link [change] next to the owner name, which is his name.
I tried every possible combination without success:
- Field-Level security does not allow me to change to Read-Only
- Page Layout: Read-Only checked and Read-Only unchecked both give the sanme result: [change] is still visible,
- Profile permissions, I am using Standard User: the Transfer Record permission is unchked, Modify All Data also unchecked.
- No Permission Set given to t his user
The owner field ALWAYS shows the [change] link next to it, and the user can change the owner field.
Any solution?
Thanks.
This is driving me crazy!
I am new to Salesforce, and I want to know how to prevent a user, say John Smith, who owns a record, say an opportunity, from transfering his record to another user. In other words, I don't want this user to see the link [change] next to the owner name, which is his name.
I tried every possible combination without success:
- Field-Level security does not allow me to change to Read-Only
- Page Layout: Read-Only checked and Read-Only unchecked both give the sanme result: [change] is still visible,
- Profile permissions, I am using Standard User: the Transfer Record permission is unchked, Modify All Data also unchecked.
- No Permission Set given to t his user
The owner field ALWAYS shows the [change] link next to it, and the user can change the owner field.
Any solution?
Thanks.
https://developer.salesforce.com/forums/?id=906F00000008k2XIAQ
?
I have 3 possible workarounds:
Finally, is this behavior special for any Owner field in Salesforce? Like I could not make it Read-Only from the Field Level security.
Thanks again!
Regards,
Walid
To implement the idea you can use Workflow or Process Builder. When the record is created or the owner is changed, then you make a field update to the new custom field (a lookup to User object) with the owner field value. Let me know if you need more details on the implementation.
My org assigns cases to either a queue or a specified user, depending on the values of certain fields on the case record. To accomodate for this, I used the following formula to create a formula field with text output:
IF( Owner:Queue.QueueName <> "", Owner:Queue.QueueName, Owner:User.FirstName + " " + Owner:User.LastName )
From there, I removed the standard Owner field from the page layout (assigned to all users) and replaced it with my new formula field.
I also had to accommodate for certain users who still need to access the standard Owner field, so I created another page layout (that shows standard Owner field) and assigned it to the designated users.