Forum Discussion

TaraStroup's avatar
TaraStroup
Qrew Member
5 years ago

How can I lock a Record?

Hello, 

In this instance I have expenses that once they are assigned to an invoice,  I would like them to be locked or no longer edited except by an admin. How can I do that?

Thanks, 

Tara



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Tara Stroup
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  • This can easily be done with Role Permissions.  Go to one of those lower level Roles and then then set a "Custom Rule" for Editing such was

    where [Invoice  #] is (blank)



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