You configure code list restrictions to limit the available values in fields based on business roles, business entities, and control fields. To create a restriction rule, you need administration rights. In the extensibility area, you access the configuration.
For creating a new code list restriction, the following main steps are required.
- Select the Business Entity you want to apply the restriction to (e.g., Accounts, Cases, Leads).
- Choose the Code to restrict and the Control Field that will determine the restriction.
- After selecting the control field, you‘ll see the available code values. Deselect the checkboxes for the values you want to restrict.
