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  • 1.  Best way to restrict edit access to specific form sections

    Posted 08-17-2022 13:55
    In the App I am working on there are 3 tabbed sections that an outside user fills out and "submits". On a fourth "Internal" tab my clients have several steps that they take internally using the info filled out in the first 3 tabs. My client is asking that those first 3 tabs be locked for editing by internal users during certain points. I know I can lock edit access to the entire form easy enough, but to break it into parts, the only way that I know of would be to create a dynamic form rule listing what would be 100 fields in those first 3 tabs as read-only when in a certain status or when a certain user is working on it. Is there a better way to do this?

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    Chris Swirtz
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  • 2.  RE: Best way to restrict edit access to specific form sections

    Posted 08-17-2022 14:46
    You can also specify that 'sections' are read-only in the form rules.

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    Jeff Peterson
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  • 3.  RE: Best way to restrict edit access to specific form sections

    Posted 08-17-2022 16:20
    Jeff,

    Can you explain a bit further how to do that? When I try to set a form rule based on a status field and make the action "Make read-only" the sections and tabs are not available on the list.

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    Chris Swirtz
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  • 4.  RE: Best way to restrict edit access to specific form sections

    Posted 08-17-2022 16:26
    Edited by Jeff Peterson 08-17-2022 16:28

    Hi Chris,

    You must make sure you've set up your form correctly, but you should be able to easily hide sections.  You need to be sure you give each section a name.:

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    Jeff Peterson
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