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User cannot edit a field even though permission has been granted via permission set

Udgivelsesdato: Jul 9, 2024
Beskrivelse

A user has permission to edit a field via a Permission Set but is unable to do so.

Permission Sets cannot provide edit access to a field which has been designated as read only on the page layout.  This article provides information on how to turn off the page layout permissions.   Review the help information on What Determines Field Access for more information.

The only permission which grants the ability to edit fields that are set to read only at the page layout level, is the Edit Read Only Fields System Permission which is global in nature (Applies to all Read Only Fields in the System).

Summary: Permissions sets can override field-level security, however, they cannot override page-layout security.  

Løsning

The following steps will remove the Read Only designation at the page layout level.

When using Salesforce Classic:


1. Click Setup.
2. Find the object in use.



For Standard Objects


2a. Go to Customize.
2b. Select the object in use.



For Custom Objects


2a. Go to Create.
2b. Click Objects.
2c. Select Object in use.

 

3. Select Page Layouts.
4. Select the Page Layout in use.
5. Scroll down and look for the field.
6. Hover your cursor on the field.
7. Click the wrench on the right side.
8. Deselect the Read Only checkbox.
9. Click Save.



When using Lightning Experience


1. Click the gear icon on the upper right side of the Page.
2. Click Setup.
3. Click the Object Manager on the navigation bar.
4. Find the object in use.
5. On the left side, click Page Layouts.
6. Select Page Layout in use.
7. Scroll down and look for the field.
8. Hover your cursor on the field.
9. Click the wrench on the right side.
10. Deselect the Read Only checkbox.
11. Click Save.
 
 
Vidensartikelnummer

000383135

 
Indlæser
Salesforce Help | Article