Mark
04/08/2025, 12:59 PMCeligo AI
04/08/2025, 12:59 PMAI generated answer (using internal Slack threads):To edit custom records online forms, the user needs to have the necessary permissions set on their role. Specifically, they need to have the "Custom Record Entries" permission set to "Full" or "Edit" level. This permission allows the user to create, edit, and view custom record entries. Additionally, permissions can be set on the Custom Record itself under the Permissions subtab. Here, you can specify the level of access for each role. For example, if you want a role to only view the custom record and not edit it, you can set the level to "View". Please note that workflows do not affect online forms. If you need to populate fields on the online form after the edit of another, you might need to use a script instead of a workflow. ****** 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
04/08/2025, 12:59 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848360777
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84059751
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838611543
Celigo AI
04/08/2025, 12:59 PM