When using a custom role, users may find that a custom segment field is blank or unclickable. But it works fine when using the Administrator role.
✅ Why This Happens:
This usually happens when:
- The role doesn’t have permission to access the custom record linked to the segment, or
- The custom segment’s permissions are not correctly set for that role.
🛠 How to Fix It:
1. Check the Custom Segment Setup
Go to Customization > Lists, Records, & Fields > Custom Segments
Edit the custom segment
Click on the Permissions subtab
Select the role you want to give access to
Set access levels for:
- Value Management – to control dropdown values
- Record and Search/Reporting – to use the segment on records and reports
2. Update the Role Permissions
Go to Setup > Users/Roles > Manage Roles
Edit the custom role
Under Permissions, make sure the role has:
- Custom Record Type – for the record used in the segment (View/Edit)
- Custom Segment – View/Edit
Once Custom Segment setup and Role permissions are fixed, log out and log in back to check if the custom segment field now shows values properly.
