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Hi
I have created a custom form that can be accessed by different users with different access to different teams.
Now I want each team to see different fields and not be able to edit at different stages.
how can I do this?
One way to do this without writing a lot of customizations/code could be as follows:
- Create a Business process flow with various stages - each stage to be designed to work upon by a specific team
- Arrange Form fields in each Tab based on stage - one stage could span multiple tabs if your business requirements govern that.
- Use JS to default the Tab on Form load based on the current Business process flow stage. In the same JS, you can hide all other Tabs so that the team working on a particular stage access just the fields/sections they wanted to. With hiding of just tabs done through JS, you can minimize on writing more custom code to iterate through each field across multiple tabs/sections.
Hope this helps!
Thank You Shobhit for your guidance
I create a BPF and managed the access users and teams on the form.
Solved my problem without writting customizations code
That is great to know.
If you are happy with my solution, please mark the "Suggested Answer" as Yes :).
Hi,
you can also use security level profile to enable any fields to some teams or users in the same form.
just be sure in the field property enable the "Field Security".
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