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Custom Data Rules - Restrict Table Edits with Status & User Role

  • June 8, 2020
  • 0 replies
  • 69 views

I have used custom data rules to validate a specific field, but is it possible to restrict all fields while a "Job" is in a certain "Status" or certain User Roles?

Here's my general thought (loosely formatted):

If User=SalesRepID AND JobStatus=InProduction, don't allow any edits to the record.

The goal is to prevent any last minute edits by the Sales Rep once the job is in motion.

Thanks!

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Kevin King
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Best answer by MarkShnierYou

OK,
So that will be done with a custom permission Rule for the Role access for Modify, not Custom Data Rules.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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This topic has been closed for replies.

MarkShnierYou
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OK,
So that will be done with a custom permission Rule for the Role access for Modify, not Custom Data Rules.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------