Remove – New – Option for Custom List Linked to a Custom Record Type for Other User Roles

Scenario

We can restrict the Level for other roles to View to remove – New – option for specific custom record type. The owner of the list on the other hand, will always have the permission to add new records so the – New – option will always show for that user.

Solution

To remove the – New – option for custom list linked to a custom record type:

1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Click on the record type which is used as a custom List/Record field type on the other record type.
3. Set the Access Type to Use Permission List
4. Under Permissions tab, add the Administrator on the Role column and set the Level column to Full. The role-based restrictions you set on this subtab are also available on the record for each role.
5. Add the other roles and set the Level column to View.

Note: The – New – option will no longer be visible on the drop down list for the other roles however, they won’t be able to create this custom record type.