Role Based Picklists 

You can assign picklist values to a specific Role, as such for a given User only the values assigned to the User's Role would be accessible.

How to add a Role-Based Picklist?

Step to add the Role Base Picklist:

  1. Go CRM Settings > Module Management > Modules Fields and Layouts
  2. Select the preferred Module from the "Select Module" drop-down field. For example, we would be using the Contacts module.
  3. Click on "Add Custom Field"

  4. Create custom field form will popup, Select Field Type from a drop-down list as Picklist field type
  5. Provide field name in the Label Name field.
  6. Provide the Picklist Values in the Picklist Values Field.
  7. To assign the picklist values to the role(s), Enable the "Role-Based Picklist" checkbox.
  8. Click on the Save button.

How to assign values to Roles?

Step to assign the Picklist values to Role:

  1. Go to CRM Settings > Configuration > Picklist Field Values.
  2. Select the preferred Module from the "Select Module" drop-down.
  3. Select the preferred Picklist field from the "Select Picklist" drop-down.
  4. Click on Values assigned to a role tab.

  5. Click on the Role Name dropdown menu and select a Role.
  6. Click in the box and assign the values.
  7. Click on the Save button

Scenario: In a sale management process, only the Manager level Role should have permission to mention 'Closed lost' in the Sales Stage.

Sales Manager View

Sales Person View

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