Nada Ahmed
09/10/2024, 2:18 PMCeligo AI
09/10/2024, 2:20 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To add a custom list view as a default for some users if they use the same role, you can follow these steps: 1. Create a saved search and check off the "available as list view" option. Make sure "public" is checked off so others can use it. 2. Modify the list to set the default list view. This can be done for custom records and set the list per role and restricted it to that role. You may also be able to do it on the role record. 3. If it is a custom list in question, give VIEW permission to the role for role>setup>custom list. This should make the list view-only for users with that role. 4. If the dropdown field is sourcing from other lists such as Accounting List, and CRM List, you have to make those permission to VIEW for the role (permission>setup tab). 5. If the dropdown field is sourcing from a list of custom record, try to limit permission for that custom record to view for the role. Remember, these steps will only make the list view-only. Users with the specified role will not be able to add anything to the list.
Celigo AI
09/10/2024, 2:20 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84577775
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820995152
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811198294
Celigo AI
09/10/2024, 2:20 PM