only view fields if use is in given field

Question

So I work for a real estate company and there are multiple agents listed on a transaction record. Each agent can't see the other's information which is listed in the transaction. I want to be able to hide fields if the user is in the role "agent 1" or hide different fields if the user is in the role "agent 2"

The solution is NOT to have a different record per agent per transaction, it won't work for a bunch of reasons I won't bore you with.
Thank you!!

------------------------------
Karah Weber
------------------------------

MarkShnierYou · Answer

No problem, you can do this easily using form rules.

Set up a formula that starts with win the user is in the role.

you can also start a rule when multiple conditions are true. That will allow you to list multiple roles.

For example when the users in the role of agent one or the user is in the role administrator and show certain fields.

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------

Sign up

Login to the community