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Claris Engage 2025 - March 25-26 Austin Texas ×

Possible to restrict field access based on a calculation?


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Posted

I have a letter merge file that comes with a few letter templates already completed that I don't want the user to be able to modify. They are free to create any other letter templates they desire. I just don't want them changing the ones I created.

 

I know I can prevent deletion of the record by calculation. I know I can change access to a field to view only, or no access. Is there any way to restrict modifications of a field based on a calculation (eg if permanence = 1, they can modify)?

 

Thanks for any suggestions!

 

My apologies, I think I have figured out the answer to my dilemma! 

Posted

Not sure if you are comfortable with Security RLA rules. If not, that is exactly how to handle this. It's not clear if you are protecting edit of an entire record or just the "letter merge" field. Either way, a flag field in the record will help.

Posted

THe best way to do this most likely is to house the letters as records in a separate table.  That way you can use the Record Level Access feature to prevent editing of some individual letters while allowing it for others.

 

Steven

This topic is 4271 days old. Please don't post here. Open a new topic instead.

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