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How to restrict Editing the "Account" Field in Contact Records without coding

Phuong Trinh

Hi everyone,

I'm looking for a way to prevent users from editing the "Account" Field in the Contact module. Ideally, i'd like to achieve this without custom coding.

I'm considering using a BPM Workflow to enforce this restriction. Is BPM the optimal solution for this use case ? If so, could you suggest the best approach to design the BPM process for this requirement ? 

Any insights, alternative solutions, or exemples would be greatly appriated ! :) 

Thanks in advance for your help.

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  • 0 Sugar Employee Badge

    Hi  , 

    Thanks for bringing this up!
    In most cases where the requirement is to restrict access or functionality for users, the best approach is to use Sugar's Teams and/or Roles framework.

    For your specific scenario, you can restrict editing the "Account" field in the Contact module with the following steps:

    1 - Navigate to Admin > Role Management and create a new Role, let's call it  "Account Name - Read Only"

    2 - Drill down into Contacts module 

    3 - Select the Account Name field and set it to Read-Only 

    4 - Add all the users that you want to see this restriction on. 

    This should be enough. 
    All the users that belong to that role will not be able to Edit the Account field in the Contacts module. 

    Let me know if this is what you are looking for. 

    Cheers, 

    André 


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  • 0 Sugar Employee Badge

    Hi  , 

    Thanks for bringing this up!
    In most cases where the requirement is to restrict access or functionality for users, the best approach is to use Sugar's Teams and/or Roles framework.

    For your specific scenario, you can restrict editing the "Account" field in the Contact module with the following steps:

    1 - Navigate to Admin > Role Management and create a new Role, let's call it  "Account Name - Read Only"

    2 - Drill down into Contacts module 

    3 - Select the Account Name field and set it to Read-Only 

    4 - Add all the users that you want to see this restriction on. 

    This should be enough. 
    All the users that belong to that role will not be able to Edit the Account field in the Contacts module. 

    Let me know if this is what you are looking for. 

    Cheers, 

    André 


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