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How to make a custom sublist the preferred view for a custom role

edited Oct 11, 2023 12:34AM in Ask A Guru 2 comments

Hello,

We would like to have our custom role restricted to only one sublist view on our Customer Transaction sublist.

We have setup a custom sublist search setup, under the Roles tab on the search, I have ticked the Sublist checkbox against the custom role.

The role can still switch between the other views:

We want to lock this so they only see the one view, when trying to make it the restricted view on the role, I go to tick the box and the search clears out and does not appear in the list to re-select.

This is as it shows when you edit the role:

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