Lock and email portal records to edit once submit button is...

[angelcause]

I am working on a work plan which has a portal of acitivties, I want that once the user has completed the workplan and fills in all the acitivties and then when he/she clicks the submit button the portal should be locked for editing and the report of the workplan should be email in PDF to [email protected]

Thanks alot for the support.

[bcooney]

I'd add a flag field to the workplan table, flag_Submitted and show it as a checkbox with a value list of "1". Then I'd set it to a button that runs a "Submit WorkPlan" script.

This script would validate the data in the record before allowing the record to be submitted. For example, are all the required fields complete? Then, it would go to the related table (the activities table that you're showing in the portal) and save as pdf the activity report. So, you'll need a layout based on the Activities table to serve as your report. After saving as pdf, use Send Email to attach that report to an email to [email protected]. Lastly, I'd switch to a "locked" layout that is a duplicate of the data entry form, but does not allow edits to any fields.

hth,

Barbara