Forum Discussion
NathanAllan4
6 years agoQrew Cadet
Thank you both of you. It worked out when I created a custom rule for a role to modify certain records only when the assigned to Dropdown field was equal to the user.
Ryan, unfortuantely I couldn't figure out your solution. When I go to create a dynamic form rule. I can select when user, but the only option at that point is to select "is in the role" or "is not in the role". It's not possible to relate the user to the value in "Assigned To" Field. Also true the opposite way when Assigned to "is equal to" the next field doesn't give me an option of user. This would have been my preferred solution, but since it didn't work out. The other way works too.
Thanks for your help!
Ryan, unfortuantely I couldn't figure out your solution. When I go to create a dynamic form rule. I can select when user, but the only option at that point is to select "is in the role" or "is not in the role". It's not possible to relate the user to the value in "Assigned To" Field. Also true the opposite way when Assigned to "is equal to" the next field doesn't give me an option of user. This would have been my preferred solution, but since it didn't work out. The other way works too.
Thanks for your help!
RyanStanford1
6 years agoQrew Captain
Hey Nathan... I tested the exact way to do this, as I know we've done it with Dynamic form rules...
The way to do this is as follows:
Condition:
[Assigned User] includes [The current user]
Action:
[Make editable] [Checkbox]
The way to do this is as follows:
Condition:
[Assigned User] includes [The current user]
Action:
[Make editable] [Checkbox]