There is a requirement to allow a Custom Role to edit a specific Custom List, without having the ability to edit other Custom Lists. Since Custom Lists do not have a Permission feature unlike Custom Records, a workaround is to convert the Custom List into a Custom Record. Once the Custom List was converted to a Custom Record, users can now assign Role Permissions. Kindly follow the steps below to convert a Custom List to a Custom Record, and allow a Permission:
- Navigate to Customization > Lists, Records, & Fields > Lists.
- Click Edit beside the Custom List
- Convert to Custom Record: Enter Checkmark
- Click Save
Note: This converts the list in to a Custom Record Type. This cannot be undone.
After saving the Custom List, the name of the Custom List becomes the name of the Custom Record Type and the Custom List values will become the Custom Record Entries
Edit the Custom Record
- Navigate to Customization > Lists, Records, & Fields > Record Types.
- Edit the Custom Record
- Access Type: Select Use Permission List
- Click Permissions
- Add all the Roles that should have access to this Custom Record Type
- Level: Select View for the Roles that should only be able to select from the existing list and access the open button to see the list record but not be able to make changes
- Level: Select Full for the Roles that should have full rights to this list
After doing the steps above, the permissions are now set to the Custom Role. Have any questions about Custom Records? Let us know by replying in this discussion.
