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dianatdev Issue with Field Security on Different page layouts.
We use one page layout for editing an opp and one page layout (lockes all fields at the page layout level) for when an opp is submitted. There are 5 fields on the submitted that still need to be editible for 1 profile as they process the opportunity. While we could use a different layout for them (1 with those locked and one with them unlocked) and assign to the appropriate profile, this is temporary situation we are fixing and the integration we have that would have to be changed. Seems unnecessarily complicated to go that route.
What seemed to be the best solution was the screen for Field Security by Record Type. We choose the locked Record Type/layout and for all profiles except the 1, we changed those fields to Read Only. The issue we ran into is that is changed those fields to Read Only on the Editing Opp Layout as well. Why? When you click on the field, it shows the field, profile and the record type that you're specifically working with on security. You check the boxes. Why is that carrying over to the other layout?
Any help to resolve this would be much appreciated!
Diana
Copying the layout, open those fields, use the page layout assignments, assign to those profiles.
Really you could have it done in 5mins...
PB
Thanks. I mentioned that as our first thought but due to integration, that wasn't an option. We would have had to change integration so we went with what looked like a viable second choice.
The bigger question is why does the field security by Record Type edit screen make it look like you can have different security by profile AND record type for each field??