There is a requirement to restrict users from creating new entries from the Custom List. Solution: Navigate to Setup > Users/Roles > Manage Roles Necessary Role: Click Customize/Edit Click Permissions Click Setup Permission: Select Custom Lists Level: Select View 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.… Continue reading Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission
Tag: quick add
Quick Add – Script and Fields Limitations
Quick Add
Quick Add Phone Call Using Portlet Script
This portlet script is using creating a quick add phone call record by using a supportive client script. Using this client script we can directly refresh the portlet by calling the portlet module. Portlet Script Client Script
Add leads using Portlet script.
It adds lead through dashboard with custom columns.
Portlet Script for Quick Add Lead
Quick Add Portlet for lead record