JB
09/17/2025, 10:55 PMCeligo AI
09/17/2025, 10:55 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 limit access of a role for specific custom records only, you can follow these steps: 1. Use Role Restrictions: On the custom record field, there is an option called "APPLY ROLE RESTRICTIONS". This checkbox will use the restrictions subtab on the role the user is currently using. For example, if that custom field is using the Department list and the user has a restriction on their role of “own and subordinates only” then they can only see instances of these custom records that have their same department set. You would check that box on the field then make sure the role for the employee has the “restrict employee fields” box checked. 2. Specify Roles on Custom Record Configuration: You can specify the exact roles that should have access to this particular Custom Record in the Custom Record's configuration. 3. Use a Permission List for the Custom Record: You can restrict the role to only have permission on this one type of Custom Record by using a permission list for the custom record. More details can be found in the NetSuite Help Center: https://system.na0.netsuite.com/app/help/helpcenter.nl?fid=section_N2879931.html 4. Restrict Searches: Keep in mind you can also restrict searches. More details can be found in the NetSuite Help Center: https://system.na0.netsuite.com/app/help/helpcenter.nl?fid=section_N2880332.html 5. Custom CRM Field Dropdown by User Role: If you've created a custom CRM list field that appears on Tasks, Phone Calls and Events, and you want to limit the items that appear on this dropdown by User Role, you could try changing your custom list to a custom record. Then on the custom record, add a second field for Role. Finally, on the custom field on your Tasks/Phone Calls/Events, set filtering to match that field with the user's role. Remember, only users logging in with a role with permission granted to Custom Record Entries can access it.
Celigo AI
09/17/2025, 10:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
09/17/2025, 10:55 PM