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How to make the resource information fields read-only based on the resource role?

Accepted answer
edited Mar 22, 2024 11:35AM in Sales 2 comments


User wants to make the resource information fields read-only when they change from resource role A to a specific resource role B.

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The goal is to have the same behavior as when you initially have resource role for example Contracts Manager, then change it to CX Inside Sales Manager, the reporting manager and organization fields becomes greyed out.

How can you set up a resource role to automatically populate blank details or make the fields read-only when selected?

Thank you.

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Code Snippet (add any code snippets that support your topic, if applicable):

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