Jump to content
  • 0

Lock record if condition exists


jeffs88keys

Question

In my datapage, I'd like the user to be able to modify all fields if field "commissions_paid" is not filled by our admin team.  However, if the field is not blank, I would like to lock about 5 fields on that record from modification.  I know I can use rules, but I need the "commissions_paid" field to be a View Only field (the user can not have access to this field), thus limiting the ability to use the rules feature.

Any thoughts on how I can do this?  I'd be willing to accept the option of locking the entire record if the above condition exists.

 

TIA

Link to comment
Share on other sites

1 answer to this question

Recommended Posts

  • 0

Hi Jeffs88keys,

 

I believe that Conditional Rules is the best option to resolve your case.

You have two criteria as I`ve understood based on which you would like to restrict editing of the record. They are User role and checkbox field "comission_paid" (just an assumption). You can create the following set of Rules on Details in order to achieve the desired behavior:

1. Rule to check the User status based on authentication parameter which will set "comission_paid" field to "Display only" form element;

2. Rule to check the "comission_paid" status which will set all editable fields to "Display only" form element;

Please note that for the second Rule you will need to create a separate Details page since you cannot use the same field in  Criteria and Action blocks. You can embed this Details datapage as an URL link in HTML block. You should pass parameters such as ID of the record and "commission_paid" field value as a query string. 

You can find more about this concept in the HowTo article.

 

Hope this helps.

 

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...