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Question

CLOSED RECORD

  • June 15, 2022
  • 0 replies
  • 24 views
What is the best way to accomplish the following:

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

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Blanca Anderson
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This topic has been closed for replies.

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  • LauraThacker
  • Registered
  • June 15, 2022
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.

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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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Laura Thacker (IDS) laura@intelligentdbs.com (626) 771 0454
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