Resolving Custom Roles Not Displaying Fields on Record Forms

Users with a custom role cannot see certain fields on record forms, even though the role permissions seem correct.

Cause:

  1. The field is restricted by role-based access settings.
  2. The form assigned to the role does not include the field.
  3. The field is marked as hidden or not available for the specific record type.

Solution:

  1. Check Role Permissions:
  • Navigate to Setup > Users/Roles > Manage Roles.
  • Edit the role and ensure it has the required field-level permissions and access to the record type.
  1. Verify Field Access Settings:
  • Go to Customization > Lists, Records, & Fields > [Record Type] Fields.
  • Check the field settings under the Access tab and ensure the custom role has access.
  1. Review Assigned Form:
  • Navigate to Customization > Forms > [Record Type] Forms.
  • Ensure the form assigned to the role includes the field in the layout.
  1. Use a Script to Validate Field Visibility:
  • Use SuiteScript to check if the field is being hidden programmatically:
javascript

Copy code
log.debug('Field Visibility', form.getField('customfield_id').isDisplay());
  1. Test with Standard Roles:
  • Test the issue using a standard role (e.g., Administrator) to confirm the problem is specific to the custom role.

Notes:

  • Some fields, like system-generated fields, may not be visible to custom roles regardless of permissions.
  • Use custom field-level scripting to dynamically control visibility if necessary.

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