I see the read only dependent on the field for read only. Does anyone know the formula I would use? I have a role and want her to be able to enter our Distributor account info. but be read only for everyone else.
I see the read only dependent on the field for read only. Does anyone know the formula I would use? I have a role and want her to be able to enter our Distributor account info. but be read only for everyone else.
Hi Michelle Plutto ,
I don't think you would want to use the 'Read Only' attribute in Studio because the formulas you can use there apply for all users accessing a record. In other words, SugarLogic formulas don't have the capability to be contextual to the user. Instead, I recommend that you make the field read-only via roles. If the person who can edit Distributor account info belongs to a role shared with other users, I recommend creating a unique role for her. Then, set all of your other existing roles to have that field be read-only.
Admins would still be able to edit the field in this scenario, but all regular users would be restricted with the exception of the select user.
Chris
Thanks Chris. I did make a special role for her but how to give her permission to specific field via her role? I want her to be able to enter/edit Distributor name, address etc. but not the rest of the team
Hi Michelle Plutto ,
With the setup I recommended, you shouldn't need to grant her special access to the field. Double check the following:
Please note that any changes to role permissions requires users to log out and back in to receive those permission changes.
Chris
Thank you! Learned something new!!