Restricting Custom CRM Field Dropdown by User Role...
# suiteflow
r
Restricting Custom CRM Field Dropdown by User Role. We've created a custom CRM list field that appears on Tasks, Phone Calls and Events. Is there anyway I can limit the items that appear on this dropdown by User Role? For example, we only want the dropdown to display those items that start with SalesAB: if the user creating the Task has a Role of 123
j
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.