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Achtung How can I restrict the upload on Files based on Record Type?
I have a Contact Object with two record types (Client & Intake).
I am enabling the "Files" related list to both page layouts, however, I only want the Intake record type to have the "Upload Files" or "Add Files" capability. The Client record will only be able to View Files.
I want to have this feature though regardless of User Profiles. Is writing a Trigger the best solution?
Validation rules i dnt think so it will work
This can be achieved using page layout and page layouts assignments.
In a page layout on the field properties, you can set the permission to read-only.
Below is the screenshot:
and assign this record type to the specific user as per needs.
Make the field editable in the other record types.
Let me know if it doesn't solve. Mark it best if solved!
Thank you,
Ajay Dubedi.