How do I remove or make the details read only on a...
# administrationt
Tiffany
11/10/2020, 8:50 PMHow do I remove or make the details read only on a custom sub-tab per role? I need to be able to see it as an Administrator so I can't remove it from the Form
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Sandii
11/10/2020, 9:03 PMI am not sure you can make a whole tab readonly but you certainly add a workflow that makes each field individually on the tab readonly based upon role.
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Tiffany
11/10/2020, 9:04 PMThe other catch is that it is a managed app custom field for Celigo
Tiffany
11/10/2020, 9:05 PMI might have to ask them. I want to give certain staff the ability to edit customer information but not the Salesforce ID under the custom tab. I can't do away with the tab because I need it
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Sandii
11/10/2020, 9:24 PMYou can update the field display type in a workflow based upon role.
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Tiffany
11/11/2020, 1:33 PMThank you for your suggestions Sandii
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