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Filter Custom CRM List Field by Role

edited Jun 3, 2020 1:49PM in SuiteCloud / Customization

Hi Everyone:

I'm trying to filter a custom CRM Field by User Role.

Scenario:

  1. Custom CRM Field "Disposition"
  2. This is a List/Record type field
  3. Field appears on all Activity Records (Task, Phone Call, Events)
  4. I'd like to filter the items that appear in the drop-down based on User Role
    1. ie. If User Role = Support123 only display items in list that begin with "Support:"

There are a couple of articles in SuiteAnswers. Is a UserEvent / Suitelet the only solution? Or can this be accomplished via a Workflow?

Role-based Value Filtering for Custom List/Record Fields

https://netsuite.custhelp.com/app/answers/detail/a_id/23372/

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