ANS-1609 · ROLES, PERMISSIONS & SECURITY
How to Control Standard Field Visibility on NetSuite Forms?
NetSuite administrators can manage the display of standard fields on record forms for different user roles by leveraging custom forms.
Short answer
To control visibility for NetSuite standard fields, administrators should utilize separate custom forms tailored to specific user roles. These forms can be configured to show or hide standard fields as needed. While this method effectively manages field display on records, it is important to note that form-level visibility does not inherently restrict access to field data through saved searches or reports.
Scenario
Organizations often require different user roles to see varying sets of standard fields on NetSuite records. The challenge arises when attempting to restrict the visibility of certain standard fields to specific users without affecting others. This necessitates a method to enforce field-level display permissions based on user roles.
Solution
To manage the visibility of NetSuite standard fields for different user roles, administrators can implement a strategy involving separate custom forms.
Create distinct custom forms for the relevant record type, each configured to show or hide specific standard fields according to the requirements of different user roles.
Assign these custom forms to the appropriate user roles, ensuring that each role sees only the fields intended for them on the record.
It is crucial to understand that while this method effectively controls the display of standard fields on record forms, hiding a field on a form does not inherently prevent users from accessing that field's data through saved searches or reports. Additional considerations may be necessary for comprehensive data access control.
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