Give a role permission to edit existing records but restrict it from creating a new

Posted by CuriousRubik on 01 Sep, 2015
  • Navigate to Setup > Customization > Workflow > New.
  • Enter Restrict Create Custom Record in the Name field.
  • Select the Custom Record Type in the Record Type field.
  • Check the On Create check box.
  • Set Trigger Type to Before Record Load.
  • Set the Event Type to Create.
  • Click the button next to the Condition field.
  • Select User Role under the Field column.
  • Set the Compare Type to any of.
  • Click the Select Multiple button in the Selection column.
  • Select the roles that should be restricted from creating new records.
  • Click Done.
  • Click Save.
  • Check the Execute as Admin check box in the Basic Information section of the workflow summary.
  • Set the Release Status to Released.
  • Check the Enable Logging check box.


  • Save.
  • Click the New State button under the Diagram section
  • Enter a Name for the State.
  • Save.
  • Click the State button under the Diagram section.
  • Click the New Action button on Action tab.
  • Click Return User Error.
  • Set Trigger On to Before Record Load.
  • Enter an error message that should be displayed if a user attempts to create a new record in the Text field.
  • Save


Topics: Customization, CRM

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