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Question

Any shortcut to make an entire record 'Read Only'

  • June 20, 2019
  • 0 replies
  • 64 views
I have a record with a status field.  When the status = x I would like to make the entire record ready only.    Curious if there is a shortcut to do this other than making a fairly large form rule that sets all fields to read only.  Also I would not like to involve different roles to solve this.  Thanks.
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    The shortcut in this case would be to use the roles. Is there a reason that wouldn't be a viable option? There isn't functionality to make the entire form read only in mass at current outside of roles based on a condition in the way described. Even form rules will have to have exceptions with other rules that will make that a difficult long term solution.

    Chayce Duncan | Director of Strategic Solutions
    (720) 739-1406 | chayceduncan@quandarycg.com
    Quandary Knowledge Base
    Just thinking loud: is there a way to duplicate the form with view only fields and apply to a record or condition?
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