Any shortcut to make an entire record 'Read Only'

  • 0
  • 1
  • Question
  • Updated 1 month ago
  • In Progress
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.
Photo of Scott Pugh

Scott Pugh

  • 350 Points 250 badge 2x thumb

Posted 1 month ago

  • 0
  • 1
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
Photo of Kingsly SD Samuel

Kingsly SD Samuel

  • 1,008 Points 1k badge 2x thumb
Just thinking loud: is there a way to duplicate the form with view only fields and apply to a record or condition?