The goal is to remove the plus symbol from the line-entry fields in the quote form for sales staff roles, ensuring that they cannot create or edit new records while still being able to view existing ones.
Proposed Solutions
1. Update Permission Levels at the Role Level
This approach involves adjusting the permission level for Custom Record Entries to “View” at the role level. By doing so, users will be restricted from creating or editing custom records but can still access them in read-only mode.
Considerations:
- This restriction applies to all custom records for the specified roles.
- It is not feasible for standard roles as NetSuite does not allow permission modifications for them.
2. Update Permissions Directly in the Custom Record Setup
A more targeted approach is modifying permissions at the custom record level for specific roles. This method enables fine-grained access control without affecting unrelated custom records.
Implementation Steps:
- Identify all roles requiring access to the custom records.
- Modify the permissions in the custom record setup, assigning appropriate access levels (View, Create, Edit) for each role.
- Ensure that only the custom records tied to the quote form’s line entry are restricted, maintaining access for other records.
Potential Impact on Existing Scripts
Scripts associated with the custom records in the line-entry fields may be affected by these changes. A thorough review of these scripts is underway to assess potential disruptions and ensure seamless functionality post-implementation.