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Claris Engage 2025 - March 25-26 Austin Texas ×

Prevent editing record with portals


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Posted

I have a record with several portals, is there a way to prevent editing of all the portal rows, if a field in the record is set to locked?

Posted

Safest way is to modify privilege on those portal tables . Boolean true would allow edit. Calculation might look something like this: not parentTable::Lock

Posted

Thanks for the reply, i just don't know how it can be done?

Posted

When a parent record receives a 1 (lock) then children can be protected from change by using Privilege Settings.   So if we assume you have a privilege set called Staff (you have duplicated the basic data entry privilege set) and you want to stop staff from changing LineItems on an Invoice which has been flagged with a 1 in the invoice's IsLocked field, the setting steps would look like this:

 

  1. In File > Manage > Security, go to Privileges tab and select Staff, then Edit.
  2. Open the Records pop-up and specify Custom
  3. Select Invoices, below select Edit and change it Limited
  4. In the calculation dialog, it would be:  not IsLocked
  5. Select your LineItems table, Edit and select Limited as well.
  6. Calc here would be:  not Invoices::IsLocked

Failure at this point is good ... 0 or empty means Users can proceed whereas 1 means they will be stopped at all levels. :yep:

This topic is 4258 days old. Please don't post here. Open a new topic instead.

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