Sunday, September 9, 2018

Disable the Remove Link on Custom Record Sublists

The Remove link on custom record sublist will appear depending on the user's level of access to the custom record. Users with at least 'Edit' level of access to custom record entries are expected to see this link and should be able to remove the parent-child relationship either through the sublist or directly from the custom record entries (by setting the Parent field value to Null).

To set the custom record permission:

1. Navigate to Customization > Lists, Records, & Fields > Record Types.
2. Click the custom record in question.
3. Set Access Type to 'Use Permission List'.
4. Under Permissions tab, define the level of access for each role.

Note: Roles not included in the permission list are automatically restricted to access custom record entries.

If for some reason the administrator does not want to employ/define per-role permission to the custom record entries (i.e. Access Type = No Permission Required), the steps below will serve as a workaround (and given Records are Ordered is set to False):

1. Navigate to Customization > Lists, Records & FieldsRecord Types.

2. Edit the custom record.

3. In the Fields tab, edit the field set as Parent record (in this example both fields are set as Parent Record).

4. In the Edit custom record field window, click the Validation & Defaulting tab.

5. Check Mandatory.

6. Click Save.

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