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BlancaAnderson's avatar
BlancaAnderson
Qrew Assistant Captain
2 years ago

CLOSED RECORD

What is the best way to accomplish the following:

When a record is completed and status is closed, only the record owner can edit?

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Blanca Anderson
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roles and permissions

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  • LauraThacker's avatar
    LauraThacker
    Qrew Captain
    2 years ago
    My personal preference for a solution like this is to build a checkbox field which evaluates the conditions that define "modify" versus "view" permissions.  For example,
    If(User() = [Record Owner] and [Status] = "Closed",true,false)​
    Then I would use that formula-checkbox field as the ROLE permission controls for that table in the MODIFY column across ALL Roles (except Admin).  This way, you have a control point that is easily modifiable (formula field) which will affect all roles immediately the same way; rather than coding those criteria in manually on every Role for that table.

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    Laura Thacker (IDS)
    laura@intelligentdbs.com
    (626) 771 0454
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