How to maintain backend client-specific designation mapping in Zoho without changing employee-visible designation?

How to maintain backend client-specific designation mapping in Zoho without changing employee-visible designation?

To maintain backend client-specific designation mapping in Zoho without changing employee-visible designation with the custom function.

Please log in to Zoho People with Super Admin credentials. Please follow the below steps.

1. Please go to "Settings" to the top right corner and navigate to "Employee Information" and click on it.


2. A new screen will open. Under " Extend Service" go to " Forms" and "Form name" and click on "Employee"


3. A new screen will open. Under Employee, go to Work Information. From the left panel, drag and drop Client Designation from Basic Fields and add it to the form, then rename the field as Client Designation.


4. Under Form Properties, go to Choices and  next to it click the Filter icon. The Client Designation pop-up will open. Update the designations as per your requirement, then click outside the pop-up; the changes will be saved automatically.


5. Please go to " Employee" go to " Client Designation" and click on "Permissions"


6. A new popup will open. Under "Permissions for the client Designations" go to "Form Permission" and click on it.


7. A new screen will open. Under " Employee" go to "Field Permissions" and then "Work Information" go to "Client Designation" make it "No Data" for "View & Edit" as per the screenshot.

8. To allow the Admin to view the Client Designation, please select the role “Operations and Facility Admin”, navigate to Work Information, and change the Client Designation field permissions (View and Edit) to All Data.

9. Note: We have tested and found that it is working fine. Please refer to the screenshot for reference.