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Work Order Line Item (WOLI) Delete Permission Inheritance in Field Service

Veröffentlichungsdatum: Jul 7, 2026
Beschreibung

In Salesforce Field Service, the Work Order Line Item (WOLI) object has a master-detail relationship with the Work Order object. Salesforce enforces WOLI edit and delete operations based on the user's permissions on the parent Work Order — not on the WOLI object itself.

Symptoms

  • A user can delete WOLIs despite having no delete permission on the WOLI object.
  • A user cannot delete WOLIs even though delete permission is set on the WOLI object.
  • Removing delete permission on WOLI does not prevent deletions.
  • The Delete option appears in Lightning Experience, the Field Service mobile app, and partner communities for users who should not have it.

Cause

WorkOrderLineItem is on the detail side of a master-detail relationship with WorkOrder. In a master-detail relationship, the detail record inherits edit and delete access from the master. This means:

  • A user with Edit on Work Order can edit and delete WOLIs.
  • A user without Edit on Work Order cannot edit or delete WOLIs — regardless of WOLI object permissions, sharing rules, or field-level security.

This behavior applies in Lightning Experience, the Field Service mobile app, and partner communities.

Known Limitation

There is no declarative way to allow Work Order editing while blocking WOLI deletion. Salesforce does not support independent delete permissions on WOLIs separate from Work Order Edit access. A custom Apex Before Delete trigger on WorkOrderLineItem is the only supported workaround for granular control.

Lösung

To prevent users from deleting WOLIs, remove Edit permission on the Work Order object from the affected profile or permission set.

Steps

  1. Go to Setup.
  2. Search for Profiles or Permission Sets and open the one assigned to the affected users.
  3. Under Object settings, locate Work Order.
  4. Uncheck Edit.
  5. Click Save.

Important: Removing Edit on Work Order also prevents users from editing Work Order records. Evaluate the business impact before making this change. If users need to edit Work Orders but not delete WOLIs, use a Before Delete Apex trigger on WorkOrderLineItem instead.

Nummer des Knowledge-Artikels

005386959

 
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Salesforce Help | Article