Question
Is there a way to allow locked fields to be edited by certain groups?
Answer
You can do it this way:
1. Open the ‘Opportunity’ section, click ‘View’ and select ‘Open section wizard’:
2. Select ‘Page’:
3. Select a field you want to make editable and click ‘Edit’:
4. Clear the ‘Read-only’ checkbox:
This will make the field editable. Now you need to make it editable by certain groups only.
1. To do this, open ‘System designer’:
2. Select "Object permissions":
3. Select "Sections":
4. Find the ‘Opportunity’ string and if the ‘Managed by columns’ is marked with an ‘X’ – click it. It should look as follows:
5. Select the ‘Opportunity’ string and scroll down to the bottom of the page, where you can find ‘Columns permissions’. You need to find the field you want to make editable by certain groups (the "Type" field is used in this example, but you can choose any other):
6. You will see the role and the role permission level on the right:
7. Click ‘New’ to add permissions for a user or a role and click an icon in the "Access level" column. The eye sign allows only to read, the pen sign allows to edit and the X sign doesn’t allow any access to this column.
You need to set it as follows:
The necessary conditions:
System administrator rights.