Assistance Needed with Adding and Restricting Access to a Field

SOLVED

Hi community,

I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done).

The challenge is limiting access to viewing and editing this checkbox field, specifically for users with User_UserId in (55, 137).

I should mention that I'm not an expert in JavaScript, so any advice or guidance would be greatly appreciated.

Thank you.

  • +1
    verified answer

    Hi Samuel, no javascript code needed.
    Go to the custom field in Administration → Customisation → Order → Fields
    Click on the security icon.

    Add your Read / Write rules in there. (Click new and add the user or team, profile rights)

    help.sagecrm.com/.../FC_UsingFieldSecurity.htm

  • 0 in reply to Sean from Spire

    Hi Sean

    Many thanks for your help. Slight smile

  • 0 in reply to SAMUEL MAIA

    This is a great feature but use with caution, the field you mentioned is a custom field so it's OK. But be careful using this on other standard fields due to the integration with Sage 200. You just need to keep in mind that the integration is generally configured to use either the Admin account or it's own account. In which case always make sure that account can edit the field (e.g. Order PO Ref) as if you were to lock it down to only certain users and forget about this it will cause the Integration to fall over

    Seen this before where a customer had locked down the Opportunity Description field, ended up tripping the integration as it wants to write something into this field when it creates the auto opportunities and was unable to.

  • 0

    Another thing to note Samuel.
    When we train users on how to add custom fields into Sage CRM, best practice is to use a naming convention such as "orde_c_originatorapproved".

    Not only can you then immediately identify it as a custom field. It also mean if Sage CRM v2024 R1 now includes a new "Originator Approved" field it shouldn't conflict with yours and cause problems with the upgrade.