View only - once it hits a certain status.

Posted by Rollbase User on 30-Dec-2010 16:46

I want a record to become VIEW ONLY when it hits a certain status (Loan Status/Lead Status) - What is the best way to do this?

All Replies

Posted by Admin on 30-Dec-2010 17:09

You can set "Lockable" attribute to your object. Once the record is locked (through UI or trigger), it cannot be modified or deleted. Lock can only be removed through trigger or API. Please see Chapter 8 for more info.

Posted by Admin on 05-Jan-2011 17:46

Is lockable attribute roll based? Example - once a record hits a certain status we want certain user groups to be unable to edit.

Posted by Admin on 05-Jan-2011 17:58

No, locked records are locked for everyone.

In you case I'd recommend do not allow editing at all, but allow workflow actions instead. You can put any fields on Status Change page and have many these pages. This will give a flexibility you need.

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