To show/hide fields and make few fields read only based on the views or assignment groups

[Poorva Bhawsar]

Hi Community,

I have 3 modules created, those 3 modules are visible based on the 3 assignment groups and when user clicks on those views it will open the list view of those respective modules. If user clicks on new on the list view of those modules, they should be able to see few fields based on the views. For e.g., if user is member of xyz group, he should be able to see xyz module, xyz list view and xyz form view and in that xyz form view, he should be able to see blah blah fields only, other fields should be hidden for him.

Thanks

[Mark Manders]

You can show/hide fields through UI policies based on views.

[ersureshbe]

Hello,

It is advisable to utilize roles rather than group qualifiers. Please define the custom roles, associate them with the user accounts, and manage them accordingly.

[Poorva Bhawsar]

I did same. But some users are not able to see the correct view for e.g. for xyz module, its showing default view to them rather than xyz list view. Also, they are not able to see the correct form view. They can see some other form view not the xyz form view.