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Modify Permissions

  • 1.  Modify Permissions

    Posted 03-21-2017 11:53
    HI there,
    I have a form that I'd like a specific group of users to be able to fill out, meaning add a record, and after saving the record, only be able to modify one field, in this case, confirm services. Is there a way to restrict access to all other fields when modifying the record?

  • 2.  RE: Modify Permissions

    Posted 03-21-2017 12:03
    If you make a field called [Record ID# mirror] with a formula of [Record ID#] you can use that in a form rule.

    When [Record ID# mirror] > 0
    make read only ..
    this field
    that field
    that other field.

    The [Record ID# mirror] will be greater than zero when the record already exists, so it will be blank when the record has not yet been initailly saved.

    For some reason you cannot use the [Record ID#] field in form rules - not sure why, so the mirror field is a cheat to get around that arbitrary limitation..

  • 3.  RE: Modify Permissions

    Posted 03-21-2017 12:06
    I think I understand....I'll give it a shot and let you know if I need any more help. Thanks a million!