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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have created a job tracking system. Once a new job comes in we enter "open" in the job status field.

Once the job is completed, I want our receptionist to be able to enter a receipt number (once payment is done) in the system and "tell" the system the job is closed - so no one can go back and change anything.

Can anybody tell how the receptionist can enter (or use drop down menu ) and enter the job is closed.

I just hope to know how the Methodology works.

Please help.

yogesh

Posted

Create a field, say "Closed". Change Privilege Set so the edit privilege is "IsEmpty( closed )".

Posted

Sorry Vaughan,

But I did not quite get what you are saying. I figured from your reply that I need to do something to Accounts&Priviledges.

All I want is, you start off a job, the status field says its "open". When the job is done, the receptonist logs-in and enters the receipt number (after receiving the payment) and somehow..there is a button etc or something that lets her close the job - So no one can go back and edit the job.

I have seen lots of sample tracking system but in all of them, yo could simply go back and chnage the job details etc.

This topic is 6419 days old. Please don't post here. Open a new topic instead.

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