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Is there a way to limit user access based on a specific drop down option within a field? Or just the field itself?

Dawn Mooney

We have a particular field and we only want certain users to have access to those leads that have a specific option marked in that particular field. Any way to accomplish this? In Role Management I'm only seeing options to block users from the entire field, not within a choice in a field. For instance if we have Lead Source as a field with drop down options A, B, C and D. I want to be able to create a role where any user assigned to that role ONLY has access to leads marked with option C chosen in that particular field. Any help is greatly appreciated. 

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    Hi Dawn Mooney,

    What you have described appears to be the expected functionality and use of the Teams field. Can you tell us more about how Teams is inadequate for your use case, as this might inspire more ideas about how to help you meet this use case.

    Apart from Teams, this is not available in the product, so ideas are likely going to be developed custom solutions, so this question might also fit well in the Developer space of this community forum.

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  • 0 Sugar Employee Badge

    Hi Dawn Mooney,

    What you have described appears to be the expected functionality and use of the Teams field. Can you tell us more about how Teams is inadequate for your use case, as this might inspire more ideas about how to help you meet this use case.

    Apart from Teams, this is not available in the product, so ideas are likely going to be developed custom solutions, so this question might also fit well in the Developer space of this community forum.

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