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Question

Status Update Button

  • July 9, 2020
  • 0 replies
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I have a status field that is only accessible to users in a specific role.  What I would like to do is add a button for other users who do not have access to the field to change the status field from rejected to waiting for response.  I created a button that will change the status when tested in admin mode, but when tested in the role in question I get a permission error, which makes sense.  Is it possible to accomplish the above scenario without giving the other users access to the status field?

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Paul Peterson
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  • AustinK
  • Registered
  • July 9, 2020
What is the reason the users cannot have access to that field if it is only for the status? 

Are there any other actions that are performed on the record  when that status needs to be set that you may be able to use as a trigger for a form rule?

I don't know if this is best practice in this case but you could have a checkbox(can get annoying on forms) that is only shown to users in the roles without access to the Status field. An automation could watch for this box to be checked and when it is it could perform the action you want of changing the status.
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