Forum Discussion

Qrew Captain

3 years ago

Make entire form not editable based on dynamic rule

Is it possible to lock a form from being edited, based on a dynamic rule? Or do I have to individually select every field to be read only? ------------------------------ Michael Tamoush ---------...

Form Rules

roles and permissions

11013

Qrew Trainee

Hi, Mark

I've seen many solutions from you and I was wondering if you could give me some guidance. I am wanting to prevent editing of a record on a particular form if a) the user is the record owner and b) if a particular field has a particular value (e.g., relation to head of household = "self"). I can do this field by field using a dynamic form rule, but there must be a more elegant solution.

I'd appreciate your thoughts.

Thank you in advance

MarkShnier__You

Qrew Legend

3 years ago

np,
Your instincts were correct. Yes there is a better way. You're not really trying to prevent editing of certain fields on the form you're really trying to prevent the editing of a record.

So that would go back to the role permissions for the role that the user is in. You can set up a custom permission rule for modify. If the native drop downs for how you can configure the custom rule aren't flexible enough for you then you can always make a formula field called [Allowed to edit?] .... and then you can get crazy complicated with your formula. Then base the Role Custom Permission rule based on that one checkbox field.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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