Is there a way to restrict users from seeing all task level fields | Community
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ibmfur
Level 3
October 7, 2023
Solved

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

  • October 7, 2023
  • 1 reply
  • 1110 views

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

 

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Best answer by LaurenWood

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

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
October 9, 2023

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 : )
    I
    ibmfurAuthor
    Level 3
    October 11, 2023

    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?

    I
    ibmfurAuthor
    Level 3
    October 12, 2023

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


    Thanks for the screengrab @laurenwood 

     

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