how do i get the functionality on a custom role to...
# ask-stanley-ai
b
how do i get the functionality on a custom role to type in a list field and it starts to scroll down and find it
c
AI generated answer (using internal Slack threads):
To get the functionality on a custom role to type in a list field and it starts to scroll down and find it, you need to ensure that the role has the appropriate permissions. If it is a custom list, you should give VIEW permission to the role. You can do this by navigating to the role settings and under the setup tab, give VIEW access for Custom Lists for the particular role. If the dropdown field is sourcing from other lists such as Accounting List, and CRM List, you also have to make those permissions to VIEW for the role. If the dropdown field is sourcing from a list of a custom record, try to limit permission for that custom record to view for the role. Remember, if you want to restrict the items that appear on the 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. ****** 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: 0.808044314
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807556033
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.803527713
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