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Permissions with templates

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Sonia Urbaneja
Senior Member

Permissions with templates

Hi all,

I have a form for Changes in SD 4.5.
In this form, I can choose some templates, to fill some form's fields.

Now, I whant the users cannot change the values os specific fields in the form.

I cannot do it through permissions, because Roles don't work (the user can edit the fields when another template is chosen).

Can anyone give a clue to do that?.

Thanks in advanced.

Regards,
Sonia
7 REPLIES
Ruth Porter
Honored Contributor

Re: Permissions with templates

Hi Sonia,

You could use UI rules to stop them saving the change if they altered the template after choosing it and then you can use Roles for the control of the fields.

Set up a text custom field and have 2 UI rules:

R1:
When a value has changed
Conditions:
Template(*) equals the one you wnat them to use
Custom field is empty
Action: set custom field to Temp-late name

R2:
Before an item is saved:
Condition:
Template is NOT equal to the one you want
AND custom field has its name
Action: User Notification message of type error.

Hope this helps, Ruth
http://www.teamultra.net
Sonia Urbaneja
Senior Member

Re: Permissions with templates

Hi Ruth,

I think I haven't explain it very well...

The user can choose the template he wants it, but when he chooses one, in the form, he culd only edit some fields.

I think your idea works if you want the user could not change the first template marked in the form.

Am I right?.

Best Regards,
Sonia.
Ruth Porter
Honored Contributor

Re: Permissions with templates

Hi Sonia,

If you mean that once they have chosen Template A you not want them to alter fields x,y and z you can use a simialr approach:

UI rule when a record is saved
Conditions
Template equals Template A
AND field x not equals value of field x in template A
AND field y not equals value of field y in
template A
etc
Action: User notification message of type Error

Then the user would not be able to save the record if he altered the fields

Another approach is training and then trust your staff!

Hope this helps, Ruth
http://www.teamultra.net
Sonia Urbaneja
Senior Member

Re: Permissions with templates

Hi again,

I knew this solution, and I am afraid that it is the only one. The problem I have, is that I have about 60 templates and the number of fields, that I have to put as conditions in the rules are 40..., So the work will be very, very hard.

Thank you very much for your help.

Best Regards,
Sonia.
Ruth Porter
Honored Contributor

Re: Permissions with templates

Hi Sonia,

I would really check whether that many rules are a good idea - in my opinion, I would be asking why do your staff have to be prevented when if they were trained thoroughly, they should know not to do it.

Regards, Ruth

PS it is usual to give some points when someone tries to help even if you did already know what they suggested!
http://www.teamultra.net
Izzy UK
Super Collector

Re: Permissions with templates

Hi Sonia,

Create a category for these templates (say edit fields) and then make your rule apply to that template category only. I have done for RFC rules that are only to apply to NON-Standard RFCs and not Standard RFC. Rulle looks like

'Template;Category' is equal to 'Edit Fields'
Sonia Urbaneja
Senior Member

Re: Permissions with templates

Hi again,

thank you very much for your help.

Regards,
Sonia.
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