Lock Fields

Hi,

I am trying to create a Workflow to lock a section of fields (preferably) after they have been entered by a User. Is there a way I can do this?


Any help would be useful.

If there is a tutorial I can follow that would be great.

Parents
  • So, I am trying to add a couple of fields as a new section in the Cases Module in SugarmCRM. 

    I am trying to make the fields read-only after a User has filled in one of the fields, to prevent anyone to go back and edit it. Field level permissions will restrict access but I want users to have access to it but lock access after the fields have been filled. 

    I read somewhere that a Workflow could be created for that

  • Hi Haritha,

    When it can't be done with Field Level permissions, we've found that education about the "rule" (don't change it) and using the Audit setting with a process that sends an alert if a change is made is the simple approach.

    Obviously, you could code a simple process that automatically reverts some field values (I've done this when a "creative user" tries to bypass a step in the stages drop-down - The process changing the value back and sends a notice to the manager about the offense).

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply
  • Hi Haritha,

    When it can't be done with Field Level permissions, we've found that education about the "rule" (don't change it) and using the Audit setting with a process that sends an alert if a change is made is the simple approach.

    Obviously, you could code a simple process that automatically reverts some field values (I've done this when a "creative user" tries to bypass a step in the stages drop-down - The process changing the value back and sends a notice to the manager about the offense).

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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