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Claris Engage 2025 - March 25-26 Austin Texas ×

prevent creation of new portal row if main record is "sealed"


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Posted

Hi,

 

I have a solution containing the following

1. One table (tickets) links to another table (ticket_items) 

2. Each ticket is associated with multi ticket items (ticket ID)

 

I have a form which includes a portal windows

How can I prevent user from modifying or adding to the existing portal rows (ticket items) once the ticket is closed?

I tried row level access control, but this does not prevent the user from adding new now to the closed ticket.

 

 

 

Posted (edited)

You'll probably have to script the child record manipulation (create and edit) process.

 

Edited by Kris M
Posted

I tried row level access control

​Not sure what "row level access control" means. One way to prevent adding new child records to a "closed" parent is by validating one of the child fields by a calculation =

not ( Parent::Closed and Get ( RecordOpenState ) = 1 )

However, this does not prevent reassigning an existing child to a closed parent. It also doesn't make for the most pleasant user experience, so you might want to supplement this by some layout-level measures.

Another option might be to take away the privilege to create new child records altogether, and only allow it through a script that runs with full access privileges.

This topic is 3486 days old. Please don't post here. Open a new topic instead.

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