To set permission for a custom record, the option is available in the custom record itself.
Use the Access Type list in the custom record setup to set the permission.
The Access Type list includes the following options:
- Require Custom Record Entries Permission
- This option is the default.
- This option indicates that only users logging in with a role with permission granted to the custom record type can access it. This permission can be set on the Lists subtab of the Permissions subtab on each Role page.
Note: This limitation does not apply to the owner of the custom record type. The owner always has full permission to access the custom record type in any role.
Use Permission List
- This option indicates the users logging in with a role with permissions defined on the Permissions subtab of the custom record type can access it. This permission can also be set on the Custom Records subtab of the Permissions subtab on each Role page.
- Note that this limitation does not apply to the owner of the custom record type. The owner always has full permission to access the custom record type in any role.
No Permission Required
- This option indicates that it is considered public and all users can access this custom record type.
- With this option, any user can modify the record if they get access to its entry form, which they could do through a URL, even if they do not have a link to the form.
- You can use this option for records that must be accessible to scripts, but that you do not want users to access. After testing, clear the Allow UI Access box for the record. With this combination of settings, there are no restrictions on programmatic access to the record type, but no access through the user interface.