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  • 1.  How can I lock a Record?

    Posted 12-28-2020 13:33

    Hello, 

    In this instance I have expenses that once they are assigned to an invoice,  I would like them to be locked or no longer edited except by an admin. How can I do that?

    Thanks, 

    Tara



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    Tara Stroup
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  • 2.  RE: How can I lock a Record?

    Posted 12-28-2020 13:37

    This can easily be done with Role Permissions.  Go to one of those lower level Roles and then then set a "Custom Rule" for Editing such was

    where [Invoice  #] is (blank)



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    Mark Shnier (YQC)
    Quick Base Solution Provider
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