Hi everyone,
I'm looking for a way to prevent users from editing the "Account" Field in the Contact module. Ideally, i'd like to achieve this without custom coding.
I'm considering using a BPM Workflow to enforce this restriction. Is BPM the optimal solution for this use case ? If so, could you suggest the best approach to design the BPM process for this requirement ?
Any insights, alternative solutions, or exemples would be greatly appriated ! :)
Thanks in advance for your help.
Hello Andre Serrazina ,
Thank you for your suggestion!
To clarify, I would like to restrict users from editing the Account field after the Contact record is created. However, users should still be able to populate this field when creating a new Contact. Once the record is saved, the field should no longer be editable by regular users, but administrators should retain the ability to make changes if needed.
Your suggestion works perfectly for the existing records in our instance, but it doesn’t address the creation of new Contacts. I’m looking for a solution that applies both to existing records and during the creation process for new Contacts.
Let me know if you have any additional ideas or suggestions to achieve this!
Thanks again for your help! 
Hello Andre Serrazina ,
Thank you for your suggestion!
To clarify, I would like to restrict users from editing the Account field after the Contact record is created. However, users should still be able to populate this field when creating a new Contact. Once the record is saved, the field should no longer be editable by regular users, but administrators should retain the ability to make changes if needed.
Your suggestion works perfectly for the existing records in our instance, but it doesn’t address the creation of new Contacts. I’m looking for a solution that applies both to existing records and during the creation process for new Contacts.
Let me know if you have any additional ideas or suggestions to achieve this!
Thanks again for your help!
