The Customizable User Fields
Customizable user fields are used to add other fixed values to each users. They allow you to play on the visibility of your elements and sort your lists according to the profile of the user.
You are a manager of a sales department. Your salesmen have visits throughout France. You want to reduce their prospecting lists to only see their leads. Moreover, in order to approve the purchase order form, the signature of a manager is necessary.
The previous action has allowed the creation of new fields in the user sheets.
Tips: The administrators of the account can edit or modify a customizable user field for all their users.
A filtered list allows you to display certain items of your external list according the information you put on each user. Each field, previously filled, will represent a new level of filter for your external list. For more details, please have a look at our tutorial.
As explained in our introduction, the manager is the only one who can approve the purchase order using a Signature. Other users should not see this field. To do this, the Signature element must be visible according to the status (our Customizable user field) of a user.
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