A custom RMB menu item added to a screen (e.g. Sales Quotation Line) needs to be restricted to only a specific group of users — going into Custom Objects and using its Grant option doesn't seem to expose anywhere to actually revoke or grant access to that specific custom menu. How is this actually done?

All FAQ questions / Security and access

Answer

By default, a custom menu item inherits the same Presentation Object (PO) as the Logical Unit it's created on, meaning there's no separate PO to grant/revoke it individually from everything else on that LU. To control access to just that custom menu specifically, assign it to a dedicated new Custom Presentation Object of its own — breaking the default inheritance from the LU's PO — and then grant or revoke access to that specific new PO within the relevant Permission Set(s). This lets you control exactly which users/roles see and can use that one custom menu item, independent of the rest of the screen's standard functionality.

Documentation-based answer. Confirm the product and release before applying it. This answer has not been verified in an IFS environment.

← Browse Security and access questions