Discussions

Expand all | Collapse all

How can I lock a Record?

  • 1.  How can I lock a Record?

    Posted 30 days ago

    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



    ------------------------------
    Tara Stroup
    ------------------------------


  • 2.  RE: How can I lock a Record?

    Posted 30 days ago

    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)



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------