Forum Discussion

UrsulaLlaveria's avatar
UrsulaLlaveria
Qrew Assistant Captain
5 years ago

Grid Edit overriding Form Rules

Hi All, 

I have a form rule that basically shuts down all fields on a record once it has been checked, making it view only to the end user. Unfortunately, we have users that like to update and/or copy their records in Grid Edit, and as we all know, Grid Edit overrides form rules. Without excluding these checked records from a Grid Edit report, are there any workarounds for displaying records in Grid Edit but keeping them view only?  



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Urs.
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3 Replies

  • Are you willing to set up a Custom Permission Rule to block editing of the record for certain Roles if some formula condition calculates to false? 

    For example create a field called [Regular staff can edit?] as a formula checkbox field and then hook a Custom Role permission to Modify based on that being true.

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    Mark Shnier (YQC)
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    • UrsulaLlaveria's avatar
      UrsulaLlaveria
      Qrew Assistant Captain
      Hmmm I hadn't thought of that as an option. Would that make records view-only in a grid edit report? 
      It's worth a try no matter what!

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      Ursula
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