Field Level security based on Roles, teams or users.

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What I'm trying to achieve,

In Crm under contacts we have a small group of contacts called "VIP's." And a field called "Is a VIP" using a option set with true or false value option.

When this field is set to "TRUE" I would like to lock/star out eg ************ the VIP's telephone number, email, address and telephone number using field level security and only make these field then available to a certain security role. I.e Senior management, Or a team of users...

My issue is when I set these fields to be secure it then makes all our contacts address, telephone number and Email hidden to all users. We have thousands of contacts, so this then breaks our contact entity. Our staff can no longer see the contact details of contacts as they are all now ********'ed out.

I've tried to get this working with workflows, business rules etc but for the life of me cannot fully achieve the above...

Anyone got a clever way to achieve this goal ?

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Community Member on at

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You will have to write a javascript for the same. You cannot add conditions for field level security.

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Ian Nicholls 4,157 on at

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How about if you have a business rule that hides those fields if the contact is a VIP and then have a separate default form for your senior managers to use that doesn't have the business rule applied. Then depending on the security role they have they will get their default form which will or won't show the VIP contact details.

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ShahXu 1,515 on at

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use business rule if vip = true then hide the fields which should be secured.

else show

add hide statment in actions

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Sascha Flathmann on at

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Hi guys,

regarding the ideas that include hiding the fields on the form (with JScript or Business Rules), how do you cope with views, advanced search and the Outlook-/Exchange-synchronization?

Do you have any ideas how to solve the requirement, so that the fields (i.e. telephone number) is not available in all spots?

Thanks and best regards,

Sascha

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Siraj M on at

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Hi Sascha,

you can try utilizing emailaddress2,telephone2 for VIP contacts and make them field secured for read and for normal contacts you can use emailaddress1 and telephone1 field in CRM without FLS.

while creating contacts if isVIP is true show emailaddress2,telephone2 else show emailaddress1 and telephone1 for providing information

by this way contact details of VIP's are secured and other contacts details are outlook synchronized and even VIP contact details are readable in outlook fields, Home Telephone Number and Email2Address which are mappings for emailaddress2,telephone2 in CRM.

Let me know if this works for you

Regards,

Siraj

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