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Question

Question

How to set multi value field data as read only?

asked on November 20, 2014

Below is the scenario.....

An invoice is routed to three different department managers to enter line amounts for their department in a multi value field. When one manager enters the line amount, the other manager can see the value and make changes to it.

Is it possible to restrict the entered/saved value as read only to other managers?

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Replies

replied on November 20, 2014

Hi Aman,

 

You can setup a workflow to monitor the field for the invoices which will change the access rights to restrict it for someone besides the initiator or you can even make it a business process to act as a "save" button to change the access rights.

 

Thanks

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replied on November 20, 2014

Another solution is to use two multi-value fields to accomplish this. One multi-value field to Add Line Item Amounts, and the other to store Previously-Added Line Item Amounts. The Previously-Added Line Item Amounts field would be read-only.

When a manager wants to add one or more line item amounts they would type into the Add Line Item Amounts multi-value field. A workflow would then be set up to monitor any addition of values to that field. If a value is added, Workflow could take that value and added it to the other field, which is read-only for the managers but accessible to Workflow. It could also add information such manager's name if desired, to keep a record of who added what amounts. Workflow would then clear out the values in the Add Line Item Amounts field, so that it's an empty field for the next manager to add values to. 

This setup essentially provides one field to add new values that will be cleared after every new addition, and a second field to keep a read-only history of all values that have been added. 

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