Custom Data Rules - Restrict Table Edits with Status & User Role
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! ------------------------------ Kevin King ------------------------------Solved6Views0likes2CommentsGrid Edit overriding Form Rules
Hi All, I have a form rule that basically shuts down all fields on a record once it has been checked, making it view only to the end user. Unfortunately, we have users that like to update and/or copy their records in Grid Edit, and as we all know, Grid Edit overrides form rules. Without excluding these checked records from a Grid Edit report, are there any workarounds for displaying records in Grid Edit but keeping them view only? ------------------------------ Urs. ------------------------------5Views0likes3CommentsLimiting the number of child records that can be created
I have a child table that a user is only meant to be able to make 1 record for each parent. Is there a way to limit the user's ability to create more than 1 child record? ------------------------------ Chris Swirtz ------------------------------5Views0likes2CommentsCustom Data Rules and Lookup/Summary fields
Is there anyway to get around the limitations with custom data rules and summary and lookup fields? For example I have a Task table that has the projected number of hours a task should take. I then have an assignment table where actual assignment hours are billed against the projected. I was trying to have the system restrict users from assigning any hours that went over the projected hours. However the issue I am running into is since the projected hours is a lookup from the task table, the custom data rules are not firing correctly. Wondering if anyone else has run into this problem and figured out a work around? ------------------------------ Wallace (DHS) ------------------------------4Views0likes2CommentsRestrict data entry in numeric field to be less than a certain value
Without using a Multi-Choice text field, is there any way to limit the values entered by user to be whole numbers between 0-11. We have users who are entering total inches into a field that is meant for "remaining" inches (20 ft, 5 in some users are entering 245 in the inches field). I could set up rules that display message if entered incorrectly but some users use Grid Edit and not the Form. Or check if Ft is left blank but I am looking for something that prevents the error in the first place versus QCing data later. ------------------------------ Ruby Kapil rubykapil@wi-finity.com Wi-Finity, Inc ------------------------------3Views0likes4CommentsField Validation To Enter Specific Range of Values
Hi, I would like to know if there is a way that when i am entering data in the numeric field, i would like to have a validation that the user i allowed to enter only specific values and no other values. Ex:- I want the user to enter values between 1 and 31 only. ------------------------------ Gunsham Lakhiani ------------------------------3Views0likes3CommentsSet custom table rule to prevent deletion of a record if child record count is greater than 0
I have a Processes table (parent) and a Tasks table (child). In my Processes table, I have a count of completed child tasks that I'm keeping track of to display to users and for an automation I added. Is there a way to write a custom data rule for the Processes table where it looks for the count of tasks, if the number is greater than 0, show a warning message and do not allow the user to delete the record? Right now, I have a custom table rule that reads: If ( [Number of Completed Tasks] > 0, "There are currently " & [Number of Completed Tasks] & " completed tasks that belong to this process. If you'd like to delete this process, please delete all completed tasks for this process first." ) But I'm not sure how to get this system to stop the delete process if the Tasks condition is true. ------------------------------ AR ------------------------------3Views0likes1CommentShare Table Permissions
I have a share table that displays and allows edits of the child records on a parent table. I would like to lock the field where a role can add but not modify. I have tried a number of different restriction by role but it still allow the role access to modify on the shared table. ------------------------------ Scott Talarico ------------------------------3Views0likes1CommentTable level rules to make field required
Hello, I am attempting to make a field required based on the entry of another field, please see below for the example code. if(([workstation plan]="replace")or([workstation plan]="add new"),NOT isnull([workstation to be deployed-replaced])) What this is trying to say, if "workstation plan" is replace OR add new, make "workstation to be deployed-replaced" required. This rule is at the table level but I have not been able to get it to work. Any help on this would be great! ------------------------------ Brandon Owens ------------------------------2Views0likes3Comments