Applying Role-Based Access Restrictions to Custom Records if the Class, Department, Location, or Subsidiary Field Does Not Yet Exist
The following procedure describes how to apply role-based access restrictions to a custom record if the class, department, location, or subsidiary field does not yet exist.
For more details about setting role-based restrictions, see Applying Role-Based Restrictions to Custom Records.
To apply role-based access restrictions to a custom record if the class, department, location, or subsidiary field does not yet exist:
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On the Fields subtab of a custom record definition page, click New Field.
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On the new field definition page:
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In the Label field, enter a name for the field.
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From the Type list, select List/Record.
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From the List/Record list, select Class, Department, Location, Employee, or Subsidiary.
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Check the Apply Role Restrictions box.
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Complete other settings for the custom field as needed, and click Save. For more information, see Adding Fields to Custom Record Types.
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