Staff Contact - Field Editing Validation Rules
- Tim Sweeney
Staff Contact Record Edit access has been restricted to certain profiles or users. The rules are currently as follows:
A User can update certain attributes of a Staff Contact Record if:
They are the
Useron the Staff Contact (their own contact record)They are the
Reports To Managerof the ContactTheir User Profile is System Administrator or My Supports People & Culture
These rules are configured by a Custom Metadata Type Setting and a custom trigger.
Overview
Custom Metadata Type Configuration
The Allowed To Update Contact Records CMT record can be updated to add Profiles or new fields. In the setting, Profiles and Contact fields are specified. To edit these settings, go to:
Setup Menu
Search for Custom Metadata Types
Select
Allowed To Update Contact RecordsClick
Manage Allowed To Update Contact RecordsUpdate the Profile Name Section
Update the Fields Section
Note, that you must reference the API name of the Contact Field
