Added a new related list table for an Employee Relations Case and need to prevent users from seeing

Bryan3
Tera Expert

‎03-26-2025 01:41 PM

I have created a new table that is a related list for an Employee Relations HR case. I want to restrict it in the same way the oob tables are restricted (i.e. Allegations, Corrective Actions) so that an involved party cannot see the data in the new related list. Can someone point in the direction to make this happen?

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Shivalika
Mega Sage

‎03-26-2025 02:27 PM

Hello @Bryan3 

 

Go to right click on the related list you want to configure. And go on "List Control" - there you will see various options for visibility and access and new and edit buttons and conditions. 

 

You can configure it however you want. 

 

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Regards,

 

Shivalika 

 

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BhavaniShrM
Tera Contributor

‎07-09-2025 06:58 AM

Hi Bryan, 

Were you able to accomplish this? let me know.

 

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