1. Employee Management
  2. Employees
  3. Advanced Employee Permissions
  4. Creating Custom Sublists for Advanced Employee Permissions

Creating Custom Sublists for Advanced Employee Permissions

You can create a custom employee sublist, which you can then add to Advanced Employee Permissions.

Important:

When an Advanced Employee Permission is assigned to a role, the permission access level is set on the Role page. Not on the custom entity record. For example, an Advanced Employee Permission is assigned to a role at access level View. Any custom fields that are added to the permission respect that access level.

To create custom sublists for Advanced Employee Permissions:

  1. Go to Customization > Forms > Sublists > New.

  2. From the Type list, select Entity.

  3. Check the Employee box.

  4. From the Search list, select the saved search that returns the results you want to appear on the record. If the saved search does not appear in the list, check the saved search settings. The first item listed on the Available Filters subtab must be a List/Record type. Otherwise, the saved search is not available to assign as a sublist. For more information, see Saved Searches for Custom Sublists.

  5. In the Label field, enter a label for this sublist.

  6. From the Tab list, select the subtab under which you want the sublist to appear.

  7. Repeat these steps for each custom sublist you want to create.

  8. To finish, click Save.

The custom sublist you created automatically appears in the Custom Sublists subtab on the Permission page. For more information, see Adding Custom Sublists to Advanced Employee Permission.

Related Topics

General Notices