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.
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.
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)
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)
Trust, but verify. I like that approach.
Thank you so much. Out of all my options, this seems the best. Thank you. Do you know if there any tutorials on this?