Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission

There is a requirement to restrict users from creating new entries from the Custom List.

Solution:

  1. Navigate to Setup Users/Roles > Manage Roles 
  2. Necessary Role: Click Customize/Edit
  3. Click Permissions
  4. Click Setup
    • Permission: Select Custom Lists
    • Level: Select View
  5. Click Save

If we do this the user will not see the + button near the custom field.

Note: All Administrators will still be able to add new list entries. The user who created the custom field will be able to add new entries regardless of the role they use. This solution is only applicable for Custom Roles.

At least Edit level Access should be given to the role, for inserting a new entry to the list from the Record level.

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