restrict employee dropdown by role netsuite custom...
# ask-stanley-ai
a
restrict employee dropdown by role netsuite custom field
c
AI generated answer (using internal Slack threads):
To restrict the employee dropdown by role in a NetSuite custom field, you can use the "Apply Role Restrictions" option on the field. This option uses the restrictions subtab on the role the user is currently using. If the 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 need to check the "Apply Role Restrictions" box on the field and make sure the role for the employee has the “restrict employee fields” box checked. If you want to limit the items that appear on a 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. If you are facing issues with the List/Record field of type Employee showing only a handful of options, you might need to check the "Do Not Restrict Employee Fields" checkbox on the user's Role. You could also use the Employee Access subtab in the Role and set things more granularly. However, be cautious with the "Do Not Restrict Employee Fields" option as it might give access to something else they shouldn't have access to. ****** 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: 0.8349
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829040647
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822754
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