Custom Role > Asset Proposal > Be able to edit or change the Asset Type
Published on
June 30, 2023 at 4:44:43 AM PDT June 30, 2023 at 4:44:43 AM PDTth, June 30, 2023 at 4:44:43 AM PDT
Scenario
A non-Administrator role needs to edit the Asset Type on the Asset Proposal page.
Solution
1. Login using Administrator role
2. Navigate to Setup > Users/Roles > Manage Roles
3. Click Edit or Customize besides the non-Administrator role
4. Click Forms tab > Custom Record subtab
5. For the FAM - Asset Proposal Type, set Standard FAM - Asset Proposal Form as the Preferred form by checking the Preferred box
6. Click Save