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Hi Angela. I'm not versed in Workflows, but a colleague of mine mentioned that Workflows can't hide in Saved Searches and datasets, and there's an enhancement request: 213043 Lists > Relationships > Vendors > List > Mask Tax ID of a vendor record (individual) as system pulls up SSN (not sure if this information is the same…
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Thank you for your inputs, Angela! Much appreciated. 🙏
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Thanks, Angela, for your input! With that solution, would it prevent users from seeing the Tax ID values in a Saved Search or a custom Report if Tax ID is added to the Saved Search or a custom Report?