Sarah
01/30/2025, 11:29 PMCeligo AI
01/30/2025, 11:29 PMAI generated answer (using internal Slack threads):To give access to a custom record type entry list, you need to follow these steps: 1. Go to the custom record type and set the Access Type to "Use Permission List". This can be found in the custom record type settings. 2. In the "Permissions" tab of the custom record type, add the roles that you want to have access to this custom record type. You can specify the level of access (e.g., view, create, edit, full) for each role. 3. If you want to grant access to all custom records for a specific role, you can do so by going to Setup > Users/Roles > User Management > Manage Roles, select the role, click on the "Lists" subtab, select "Custom Record Entries" from the dropdown list, set the access level, and click "Save". Please note that users may need to log out and log back in for the changes to take effect. Also, if the custom record is part of a locked bundle or SuiteApp, you may not be able to change the record definition. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
01/30/2025, 11:29 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835303307
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826908708
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824620724
Celigo AI
01/30/2025, 11:29 PM