Fields Disabled in Opportunity Table Despite Having Write Role
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‎03-20-2025 02:26 AM
I have assigned the role sn_opty_mgmt_core.opportunity_writer to a user, but all fields in the Opportunity (sn_opty_mgmt_core_opportunity) table remain disabled (read-only).
Checked So Far:
- ACLs: Verified that write ACLs exist for this role.
- Client Scripts: No scripts setting fields to g_form.setReadOnly(true).
- UI Policies: No active UI policy making fields read-only.
- View Permissions: Fields are editable for admin, but not for non-admin users.
- Form Actions: Save/Update buttons are enabled, but fields are still read-only.
1 REPLY 1
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‎03-25-2025 06:49 AM
Hi @amitnagar ,
You need to have "sales_agent" role, to have the fields enabled to create the Oppurtunity.
Opportunity Management roles
The roles in the following table apply to Opportunity Management. To learn more about these roles, see Opportunity Management.
Role | Description |
---|---|
Sales Agent [sn_sales_common.sales_agent] | Identifies, nurtures, and converts opportunities into successful sales. Creates, reads, and updates opportunities. |
Sales Manager [sn_sales_common.sales_manager] | Reviews open opportunities and assigns them to sales agents. Creates, reads, and updates opportunities. |
Sales Operations Specialist [sn_sales_common.sales_ops_specialist] | Enhances efficiency and accuracy in sales operations. Configures sales processes in an organization. |
sn_opty_mgmt_core.opportunity_setup_viewer | Granular role that has access to sale cycle and stages. |
sn_opty_mgmt_core.opportunity_setup_writer | Granular role that has access to sales cycle and stages. |
sn_opty_mgmt_core.opportunity_viewer | Read access to all opportunity tables such as header and line items. |
sn_opty_mgmt_core.opportunity_writer | Read access to all opportunity tables such as header and line items. |