Do not allow specific roles from editing a record after initial submission

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  • Updated 3 years ago
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How can I prevent users within a specific role from being able to edit a form after it's been submitted?  Here's the catch, however - there is 1 section of the form that they can still edit.

I know I can create a form rule to make fields read-only - but there are a lot of fields and I'm hoping there's a cleaner solution to this?

Photo of Devona


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Posted 3 years ago

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That is a tough one.

One approach would be to make a copy of the form called "Role XYZ cannot edit most fields" and then in Forms Usage set that Role to use that special for Edit, but not Add   Then flag every data entry field on the form as read only, except for that one section.  There may be many fields, but that is less painful then a giant form rule.