I have a user who is unable to edit the Customer Classification field in the Customers and Contacts app. But other users can. It is not apparent from looking at these users’ assigned Roles what is causing this difference. I checked app settings and Restricted Field Definitions and found nothing customized or in base that would explain this. I did find a Workflow Restricted Field Definition record customized for the directory including this field. However, I am still unsure why this field is locked for the first user and not the second. Can you provide me with some tips on how to determine what is causing this behavior?
100% this. Figuring out why pieces of an app are functioning in a particular way for what reasons can be really difficult, is frequently non-obvious, and often involves tribal knowledge. Some things off the top of my head that can influence app functionality in non-obvious ways to the end user:
- app settings
- workflow security
- workflow restricted fields
- restricted fields
- workflow type
- workflow orchestration
- logic block hide/show/enable/disable