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NSC | Set Fields as Inline Under Financial Tab on Customer Record on Specific Role
It is a standard behavior that the Fields under the Financial tab on the Customer Record are editable. Create a Workflow in order to set this to Inline depending on a specific Custom Role.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Set Inline for Financial tab
○ Record Type: Select Customer
○ Sub Types: Select Customer
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
○ Initiation: Select Event Based
3. Event Definition:
○ On Create: Enter Checkmark
○ On View or Update: Enter Checkmark
○ Trigger Type: Select -All-
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Display Type
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