Is there way to change the permissions for the Sales Rep field?

Question

Hi all,

Sales Rep is a standard field but I want to change permissions so that only certain roles can edit its value. In particular, I want some roles to be able to edit the value on a transaction and others to only view it.

Is this possible?

I would prefer to not have to Script or Workflow this, I know how to, but just let me know if there is a simpler option.

Alex Joves -Oracle · Accepted Answer

Hi @Dext3r!

Good day!

Upon further checking, restricting Sales Rep field or any Standard NetSuite fields is currently an enhancement.

Enhancement 163268 - Ability to restrict viewing/editing of standard netsuite fields by role.

Alternatively, you can customize the Transaction form and hide the Sales Rep field from the role. Kindly see steps below:

1. Log in as Administrator

2. Navigate to Customization > Forms > Transaction Forms

3. Click on Edit for the Transaction form you are currently using

4. Click on Screen Fields tab > Main subtab

5. Uncheck the Show checkbox for Sales Rep

Note: You can also uncheck the Show checkbox for Custom Form field so users will not be able to change the form.

6. Click on Roles tab and put a check on Preferred checkbox for the Sales Rep role

7. Rename the custom Transaction form

8. Click on Save

Note that you have to do the same for other Transaction and Customer record.

Users with the Sales Rep should no longer be able to edit the Sales Rep field.

Dext3r · Accepted Answer

Thanks Alex,

I still need it to be visible for the other roles. So I'll likely end up using a workflow or script instead then so that I can change the display type of the field based on who is looking at the form.

Appreciate your insight on that.