Limiting Search and Reporting Access to a Custom Field
This topic provides steps for limiting search and reporting access to a custom field. For general information about limiting search access to custom records, see Limiting Search Access to Custom Records.
You can limit search and reporting access to a custom field.
To limit search and reporting access to a custom field:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Click a custom record type.
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On the Fields subtab for the custom record, click a field.
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To prevent any searches or reports from returning data for this field, on the Access subtab for the field, set the Default Level for Search/Reporting option to None.
You also can prevent searches or reports run by users with specific roles from returning data for this field. To do so, set the Default Level for Search/Reporting option to None for specific roles on the Role subtab.
For more information, see Restricting Access to Custom Fields.
For information about limiting access for a custom record saved search, see Limiting Access for a Custom Record Saved Search.