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Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.

Restrict Field Selection on Case Form

edited Dec 3, 2019 11:53AM in SuiteCloud / Customization 1 comment

Would like to restrict the field list selections on a form, and not sure of best practice. 
There are three distinct groups that utilize cases in our organization:  Help desk, Customer Service, and Operations. Each group is LAZY about filling out forms correctly, but complain constantly when their reports are incorrect.  They fail to understand that selecting Issue and Category are critical

I would like to minimize this problem, and tried by and restrict Issue and Category to the respective Group. 

So...
Helpdesk's form categories and Issues would be limted to anything that starts with "Helpdesk"...
same logic applies to Customer Service and Operations

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