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  • 1.  Custom Data Rules - Restrict Table Edits with Status & User Role

    Posted 06-08-2020 11:22
    I have used custom data rules to validate a specific field, but is it possible to restrict all fields while a "Job" is in a certain "Status" or certain User Roles?

    Here's my general thought (loosely formatted):

    If User=SalesRepID AND JobStatus=InProduction, don't allow any edits to the record.

    The goal is to prevent any last minute edits by the Sales Rep once the job is in motion.

    Thanks!

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    Kevin King
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  • 2.  RE: Custom Data Rules - Restrict Table Edits with Status & User Role
    Best Answer

    Posted 06-08-2020 11:24
    OK,
    So that will be done with a custom permission Rule for the Role access for Modify, not Custom Data Rules.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Custom Data Rules - Restrict Table Edits with Status & User Role

    Posted 06-08-2020 11:43
    Mark,

    Thanks so much. I was over complicating things. Made a Custom Rule in 2 seconds.

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    Kevin King
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