How do you remove custom records from the Create N...
# ask-stanley-ai
c
How do you remove custom records from the Create New drop-down list?
c
AI generated answer (using internal Slack threads):
To remove custom records from the Create New drop-down list, you need to adjust the permissions for the roles that should not have the ability to create new records. Here are the steps to do this: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Edit the role that you want to restrict from creating new custom records. 3. In the Permissions subtab, find the Lists category. 4. Look for the permission that corresponds to the custom record type you want to restrict. If the custom record type is not listed, you may need to add it. 5. Set the Level for this permission to View or lower. This will remove the ability for users with this role to create new custom records, and thus remove the
-New-
option from the dropdown list for this custom record type. Please note that this will not affect users with the Administrator role, as they have full permissions by default. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829497576
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828512251
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824009597
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