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.

Parents Reply Children
  • 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.