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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

We create a record that has some information.  Once everything has been entered we give it a number.  Once the number has been added we would like to lock everything on that record so nothing can be changed. 

Posted
8 minutes ago, cterrell16 said:

Once the number has been added we would like to lock everything on that record so nothing can be changed. 

You could set your users' privilege set to allow them to edit records only when the number field is empty. However, that would also mean they won't be able to correct an incorrect number entered by mistake.

Another option you might consider is to give them the privilege to create records, but not to edit them. Then they will be able to edit newly created records until the end of the current session. I find this to be both the simplest and the most reasonable arrangement in cases like this.

 

Posted

I'm sure they would mess up a field at some point so that would be a problem.  And they have to be able to edit and create these records because it's what they do all day long.  Any other ways to lock a record.

Posted
23 minutes ago, cterrell16 said:

Any other ways to lock a record.

I am not sure what you expect at this point. I gave you a way to do exactly what you asked for. I pointed out why this may not be exactly what you want, and gave you an alternative. If you want something else, then you need to formulate exactly how it should behave.

Posted

We tried only allowing the user to enter into empty fields for 3 days now.  Users are making a few mistakes per day.  Too bad we cant put that function on a timer.  For instance you have 10 minutes to edit the field like you need it.  Once that 10 minutes are up you can not edit them. 

 

The other option you mentioned was to let them create but not edit.  I would think that would just allow them to make a record but not enter any data into the fields. 

Posted
2 hours ago, cterrell16 said:

The other option you mentioned was to let them create but not edit.  I would think that would just allow them to make a record but not enter any data into the fields. 

No. As I said earlier, they can edit the records until the end of the current session.

 

2 hours ago, cterrell16 said:

We tried only allowing the user to enter into empty fields for 3 days now.  Users are making a few mistakes per day.  Too bad we cant put that function on a timer.  For instance you have 10 minutes to edit the field like you need it.  Once that 10 minutes are up you can not edit them. 

This would be quite easy to do on a record basis, by auto-entering a creation timestamp and allowing editing only when the difference between it and the current time is less than 10 minutes. Doing this on a field basis would be much more complicated, if at all possible.

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