Secure records in an embedded list

To apply security to the records in embedded lists, limit editing and deleting records in embedded lists to specific roles.

Before you begin

Elevate to the security_admin role.

Role required: security_admin

Procedure

  1. Navigate to System Security > Access Control (ACL).
  2. Open the Write or Delete record for the appropriate table.
  3. In the Requires Role section of the form, add the roles that have write or delete permission for that table.
  4. Save the changes.
    When records from the associated table appear in an embedded list, the edit and delete options are available only to users with the specified roles.