What is the best way to hide a related list by user role?

[Marcel H_]

I have a requirement to only display a related list on a form when the logged in user has a specific role. I've tried to do the following in a UI Policy as well as an onLoad Client Script, but the list always appears even if the current user doesn't have the specified role.

Client Script:

function onLoad() {
	if (g_user.hasRole('cat_man')) {
		g_form.showRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');	
	}
	
	else {
		g_form.hideRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');
	}
}

UI Policy Script:

//execute if true
function onCondition() {
	if (g_user.hasRole('cat_man')) {
		g_form.showRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');	
	}


//execute if false
function onCondition() {
g_form.hideRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');
}

The goal of course is to only allow specifically roled users to see the related list, and I will also need to do the same with some form sections. What is the best way to do this?

[Basheer · Accepted solution]

Hi @Marcel H_ ,

It seems you've coded it correctly

I would suggest to go for alerts to check whether the code is working perfectly or not

If the alerts are not entering then go for g_user.hasRoleExactly('cat_man')

function onLoad() {
alert("Triggered onload Client Script");
	if (g_user.hasRole('cat_man')) {
alert("satisfied the role condition");
		g_form.showRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');	
	}
	
	else {
alert("did not satisfied the role condition");
		g_form.hideRelatedList('REL:dfb2edae1b50e51069fecddf034bcbc7');
	}
}

Let me know if you are getting the results via hasRole or hasRoleExactly in the correct way. Will try to resolve from there.

[Community Alums]

If relying on inherited roles, you could try to do the opposite, block those that have a higher role.  g_user.hasRole('cat_man') == true   &&  !g_user.hasRole('admin');

[Marcel H_]

Using hasRoleExactly() did the trick, and also worked for hiding a form section using the same role criteria. Thanks!

[GeraldKirby]

I tried using g_form.showRelatedList('task_sla'); on my instance and it seemed to work. g_form.showRelatedList(<table name of the related list>);