Restrict the Editing Of Custom Fields

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Restrict the Editing Of Custom Fields

Postby IanGP » Thu Nov 18, 2021 3:56 am

VERSION: 2.14-813a
BUILD: 210519-1747

Hi All,
How do I only display custom_fields to Agents, while allowing Admins/Managers to edit?
DISPLAY will display only and not allow for modification by the agent

Display Field type does just that, displays the data to agent and admin, and can't edit


HIDDEN will not show the agent the field, but will allow the field to have data imported into it and exported from it

Hidden also won't work as the field is also hidden from admin view, and can't be edited.


Tried all 5 options for Modify Leads, under the user ADMIN INTERFACE OPTIONS, no change.
Modify Leads - If this option is set to 2 or 4, the admin user can modify all lead fields except for the phone number and alt number fields.

Am I correct in assuming this only applies to standard list fields?

Thanks in Advance
IanGP
IanGP
 
Posts: 57
Joined: Thu Jul 28, 2016 1:27 am

Re: Restrict the Editing Of Custom Fields

Postby mflorell » Thu Nov 18, 2021 7:16 am

That is not currently an option. I'm sure it could be added, but it would not be a minor project.
mflorell
Site Admin
 
Posts: 18338
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Location: Florida

Re: Restrict the Editing Of Custom Fields

Postby IanGP » Thu Nov 18, 2021 7:28 am

Thanks Matt.

I'm going to see if Scripts can help me achieve what I need.
IanGP
 
Posts: 57
Joined: Thu Jul 28, 2016 1:27 am


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