Forum Discussion

BlancaAnderson's avatar
Qrew Assistant Captain
2 years ago


What is the best way to accomplish the following:

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

Blanca Anderson

1 Reply

  • 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.

    Laura Thacker (IDS)
    (626) 771 0454