For Projects, I want to add a user defined field for project manager on the project to put notes in and checkbox fields. I would like them to be the only one able to edit those fields. I don’t want them to be able to edit other items on that screen.
Is it possible to give a role permission to edit a specific user defined field(s) without giving a role permission to the whole screen?
Best answer by nickcerri32
We created a makeshift approval map on the customers screen that required creating an approval role. I set the access to the screen (Customers) as Edit while setting all fields except the Approval checkbox to View Only.
+6
We created a makeshift approval map on the customers screen that required creating an approval role. I set the access to the screen (Customers) as Edit while setting all fields except the Approval checkbox to View Only.
Thanks Nick. That’s a great idea. It’s similar to what I am trying to do. I want the project manager to approve billing and approve closing a project with a checkbox field and a notes field where they can add comments if there are specific billing instructions.
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