Hey all! I’m trying to figure out the best method ...
# generalm
Michael McNamara
08/05/2021, 5:34 PMHey all! I’m trying to figure out the best method for hiding sales transaction sublist fields for certain roles. One method is to create a separate form and assign to roles, but I noticed it may not work for existing transactions using a different form. The other says to use a workflow to hide fileds based on role. Anyone with experience here who can recommend the best one?
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KevinJ of Kansas
08/05/2021, 5:36 PMI don't know that you can hide columns with a workflow. Is there some reason they need to be hidden, like sensitive data? (are they custom columns)
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Michael McNamara
08/05/2021, 5:38 PMYeah. They want only the Sales executives to see estimated gross prfit and similar columns.
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creece
08/05/2021, 6:06 PMUser Event with a beforeLoad to compare roles and hide fields is what i've done in the past for people.
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Michael McNamara
08/05/2021, 6:42 PMTried that. Won’t hide est. Gross Profit or Gross Profit %
Michael McNamara
08/05/2021, 6:43 PMMay have to go the form route.
Michael McNamara
08/05/2021, 8:11 PMI figured it out. On the role, not only do you have to make that the preferred form, but also check the “Restricted” box to make the role restricted to viewing a transaction with only that form.
Michael McNamara
08/05/2021, 8:11 PM🙂
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Merk
08/05/2021, 8:12 PM@Michael McNamara use Set Field Display Type in a workflow and select Sublist > Item. Then hide columns. But only works with items not expense
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Michael McNamara
08/05/2021, 8:13 PMDoesn’t work for Est. Gross profit sublist column. I tried that.
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Merk
08/05/2021, 8:13 PMArgh
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Michael McNamara
08/05/2021, 8:13 PMThat column is not available for sublist
Michael McNamara
08/05/2021, 8:13 PMThe form method works perfectly now.
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Merk
08/05/2021, 8:14 PM👍
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