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ShayKhan How to grant access to only certain values in a picklist?
Hello!
Is there away to control which values users from a particular profile see from a Picklist Field?
I have a field on opportunity object that contains values that i only want Users from a certain profile to see/use (As they mistakenly select values they should NOT touch)
Whats is the best practice or an appropriate way to go about this?
Is there away to control which values users from a particular profile see from a Picklist Field?
I have a field on opportunity object that contains values that i only want Users from a certain profile to see/use (As they mistakenly select values they should NOT touch)
Whats is the best practice or an appropriate way to go about this?
You can only play with different page layouts and the recordtypes of the object.
1) Assign Page Layouts to Profiles or Record Types: the combination of the user’s profile and the record type determine which page layout is displayed when a user views records for that object..
https://help.salesforce.com/articleView?id=customize_layoutassign.htm&type=5
A new page layout can be made very quickly by cloning of an existing one (it is very easy).
2) Edit Picklists for Record Types and Business Processes:
http://Edit Picklists for Record Types and Business Processes
One profile will see one page layout with one specific record type and another profile will see another page layout (clone of the first one) with another record type.
As soon as the recordtypes are different the picklist values could be different. Here the recordtypes will be very similar to profile names and it is saved for each record of the object (recordtype is a new field of the object not of the layout).
The other options are:
a) you show all the values for all the profiles (with explicit labels) and there is a validation rule. https://success.salesforce.com/answers?id=90630000000461kAAA (the easiest way).
b) you build your own custom object for the values and you don't use the standard picklist anymore nor a standard layout but a Visualforce page.
You can restrict users to show required picklist values by creating diferent record types and pagelayouts. Also, you can write validation rule to restrict the values. Good Luck.