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Make a module read-only except for one field

Bob Bundy

I think I know the answer to this one....but asking on the chance that someone has a snazzy shortcut or answer.

On the Account module, we have a "critical customer" field that anyone in the organization can check and it causes a message to immediately go to the entire company.

For most roles in Sugar, we want to secure the Accounts module to read-only for most roles except for that one field. 

I tried securing the module by setting edit to "none" and setting that one field to "read/write".  

As I expected, the module-level security overrode the individual field.

I realize I can set the module to allow editing and then lock down every individual field except that one field....but is there a better/easier way?  

I appreciate any thoughts/input!

Bob

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    Hi Bob,

    As per the above message, I understood that you want to hide most of the fields in the Accounts module for most of the roles in Sugar.

    The approach what you thought is completely fine as it does not require any coding and developer support. If you don't want to even show the fields in the layout, you can see how to set the record views based on the role here. By setting the role-based record views we can hide/show the fields as per our requirement.

    Hope this helps:)

    Thanks,

    PK

    https://www.bhea.com

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  • 0

    Hi Bob,

    As per the above message, I understood that you want to hide most of the fields in the Accounts module for most of the roles in Sugar.

    The approach what you thought is completely fine as it does not require any coding and developer support. If you don't want to even show the fields in the layout, you can see how to set the record views based on the role here. By setting the role-based record views we can hide/show the fields as per our requirement.

    Hope this helps:)

    Thanks,

    PK

    https://www.bhea.com

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