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NSC | Allow Specific Roles to Edit a Disabled Custom Field

Use Case: 
Users may want a Custom Field to remain restricted for most roles while allowing specific roles to edit the field. 

This can be achieved by configuring role-based access permissions on the Custom Field. 

How It Works: 

  1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New 
  2. Enter the following: 
  • Label: Disabled Field  

3. Click the Display tab: 

  • Display Type: Select Normal  

4. Click the Access tab: 

  • Default Access Level: Select View  

5. Under the Role sublist: 

  • Role: Select Administrator  
  • Access Level: Select Edit  
  • Level for Search/Reporting: Select Edit  

6. Click Save & Apply To Forms 

7. On the form settings page: 

  • Display Type:

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