I'm trying to get a role to see a custom field on ...
# ask-stanley-ai
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I'm trying to get a role to see a custom field on an item. There is no access roles but an administrator and sales manager can see this custom field. I have a role called sale rep v.2 and they cannot see this field. If I go to customize field I can see this custom field but it makes no difference to the field that a sales rep v.2 can see. Is there any way to see what a form looks like for a specific role. It doesn't seem like adding access to this field would do anything since the field currently doesn't have any roles in access but is visible to administrators and sales managers.
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AI 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. ****** In NetSuite, the visibility of a custom field for a specific role can be controlled through a combination of role permissions and form customization. Here are the steps you can follow: 1. Role Permissions: Ensure that the 'Sales Rep v.2' role has the necessary permissions to view the custom field. You can do this by navigating to Setup > Users/Roles > Manage Roles > Edit 'Sales Rep v.2' > Permissions tab. Add the necessary permissions related to the custom field. 2. Form Customization: You can customize the form that 'Sales Rep v.2' uses to view the item. Go to Customization > Forms > Transaction Forms > Edit the form used by 'Sales Rep v.2'. In the Screen Fields subtab, ensure that the custom field is set to 'Show'. 3. Field Level Permissions: Check the permissions on the custom field itself. Go to Customization > Lists, Records, & Fields > [Field Type] Fields > Edit [Field Name]. In the Access tab, ensure that the 'Sales Rep v.2' role is included in the list of roles that have access to the field. 4. Saved Search Audience: If the field is being accessed via a saved search, ensure that the 'Sales Rep v.2' role is included in the audience of the saved search. Remember, even if a field is visible on a form, it may not be accessible if the role does not have the necessary permissions. Also, form restrictions do not prevent access to data via saved searches or reports, so ensure that these are also configured correctly. If you've done all these and the 'Sales Rep v.2' role still cannot see the custom field, it might be due to some other restrictions or settings in your NetSuite account.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850828886
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847613931
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847091794
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