Hi, we have a role that shall only be able to edit...
# general
j
Hi, we have a role that shall only be able to edit 5 custom body fields on a PO. My first idea was to create a form for that role and inactivate all other forms, hide the item sublist and create a custom sublist with the item list as a substitute, and then lock all fields, but you can not remove the item sublist from the form. You can not lock the item sublist with a workflow. Surely you can with a script, but I don’t wanna go that path yet. Anyone with ideas?
g
An option without script is: 1. View permission on POs 2. Custom record with 5 custom fields 3. Edit permission on this custom record 4. Link custom record to POs either through a custom field in the record or a custom field in the PO, whatever makes more sense to you. Creating a custom field on the custom record with the record is parent option will create a sublist inside the PO
j
Yeah! Thanks. But we need to use the fields on the PO since they are used in several integrations…