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  • 1.  Dynamic Rules Editing Permissions

    Posted 01-18-2022 11:32
    Hello, 

    I have locked down the majority of my fields for editing by non-admin users. However, I would still like to allow all users to create new entries. Is there a way to set up a dynamic rule for this? Right now when a user goes to add a new profile they can not edit anything. 

    I'm thinking the answer is no, since the problem I am running into is that QB does not recognize the fields for this rule until a profile is created and the users can't create a profile because the fields are locked.

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    Jessica Stevens
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  • 2.  RE: Dynamic Rules Editing Permissions

    Posted 01-18-2022 12:11
    Or is there a way to set up a dynamic rule that looks for duplicate values and shows a message?

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    Jessica Stevens
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  • 3.  RE: Dynamic Rules Editing Permissions

    Posted 01-18-2022 13:09
    You can make a formula numeric field called [record ID mirror].  The Formula will just be [Record ID#]

    Then adjust your dynamic form rules to only lock editing when the record ID mirror field is greater than zero and the user is in a particular role.  Reasons I don't understand you cannot use record ID directly in a dynamic form rule but it lets you use record ID mirror.  Record ID# Mirror will be blank when the record has not yet been saved

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 4.  RE: Dynamic Rules Editing Permissions

    Posted 01-18-2022 13:48
    Thank you. 

    The problem is, once the new profile is saved- We want to lock down the ability to edit again. 

    In other words, we want certain users to be able to add a new profile but not be able to make edits after the profile has been created.

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    Jessica Stevens
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  • 5.  RE: Dynamic Rules Editing Permissions

    Posted 01-18-2022 14:38
    Edited by Mark Shnier (YQC) 01-18-2022 18:30
    That use case is exactly what my answer was intended to address.

    When the user is an Add mode you can detect that because the record ID number is blank. So then the form rule make the fields non-editable would be not in effect when the user is in Add Mode.

    So the form rule would say when the Record ID mirror is greater than zero (meaning that the record was being edited) and the user is in certain Roles, then lock down those fields from being edited.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 6.  RE: Dynamic Rules Editing Permissions

    Posted 01-18-2022 15:07
    I got you. Thank you that makes sense now. 

    I appreciate your help!

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    Jessica Stevens
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