Hyland request and use case:
We have a certain project type, vendor forms, that we only want certain team members to be able to submit. We’re finding that they’re becoming a catch-all for Sales to send through pretty much anything they don’t know what to do with, but we don’t want to get rid of the project type entirely because we do have a legitimate need for it in certain situations. So we’d like to set it that only a certain role or individuals have access to it on the intake form.
We also have another project type for frameworks where we may want to pursue a new government contract. Sales isn’t allowed to make the call on whether we pursue those, only our Government Contracts team, so we want to set it up that only a specific role/team can submit that particular project type in order to avoid unauthorized use from the get-go.
Internal Note: I realize this is probably rather difficult since clients have the ability to customize project types. With that said, open to hearing other ideas that could be a workaround for their use case.
@pavithrar FYI - Hyland request
