Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!
SOLVED

Is there a way to restrict users from seeing all task level fields

Avatar

Level 3

Hello all,

 

Basically we want to allow users to be able to upload documents to task in a project.

But we don't want them to see any custom task level details (i.e. a task-level custom form with all the task-level custom fields).

Is there even a way to do this? 

 

Thanks

 

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

Avatar

Correct answer by
Level 3

@ibmfur the best way to restrict native fields is through a layout template. 

View solution in original post

4 Replies

Avatar

Community Advisor

In your task custom form, modify the form sharing to users/groups that you do want to be able to see/edit the info. Users with no access at all won't see the custom form info in task details - they'll still be able to upload docs, make Updates, etc. assuming they have at least View access on the task/project level.

If this helped you, please mark correct to help others : )

Avatar

Level 3

Thanks @Madalyn_Destafney 

In fact there is one mistake in my statement. They are not the custom fields. They are all out of the box fields. Is there a way not to allow users view those task-level OOTB fields, but at the same time allow them to upload files to the task?

Avatar

Correct answer by
Level 3

@ibmfur the best way to restrict native fields is through a layout template.