<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">Hi Alan I’ve got similar requests too, it’s always interesting to know how others solve an issue!<div class="">I recall solving the "lock record issue" by intercepting save event to check against some rules and returning a message in edit view like it happens with duplicates handling.</div><div class="">All the best<br class=""><div class="">
<span><img apple-inline="yes" id="FDBE53A7-1B75-48B3-A22D-9EC667445462" src="cid:4E7D46EF-3C7B-4822-86E9-35A94FFC98B3" class=""></span><meta charset="UTF-8" class=""><strong style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;" class=""><br class="Apple-interchange-newline"><br class="Apple-interchange-newline">Dott. Angelo Paglialonga</strong><br style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;" class=""><span style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;" class="">Consulenza vTiger CRM ad alto ROI.</span><br style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;" class=""><span style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;" class="">Telefono: 338.6077866</span><br style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;" class=""><span style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;" class="">Sito web</span><strong style="caret-color: rgb(0, 0, 0); color: rgb(111, 119, 125); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;" class="">: </strong><a href="https://treeway.it/angelo//shorturl.php?id=6457a0339d9398.33634588" style="caret-color: rgb(0, 0, 0); font-family: Verdana, Geneva, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; color: rgb(3, 201, 169);" class="">angelopaglialonga.com</a>
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<div><br class=""><blockquote type="cite" class=""><div class="">Il giorno 27 giu 2023, alle ore 09:11, Alan Lord <<a href="mailto:alanslists@gmail.com" class="">alanslists@gmail.com</a>> ha scritto:</div><br class="Apple-interchange-newline"><div class=""><div class="">I recall discussing this numerous times in the past.<br class=""><br class="">vtiger Cloud has something similar whereby for things like Invoices and Opportunities etc, once the "status" picklist is set to a particular value the record then becomes locked to all but administrators (and they have to "unlock" it first).<br class=""><br class="">I've done something like this for particular customers in the past but generally it's rather complicated to get right and has been very specific to one customer's requirements.<br class=""><br class="">FWIW, it can be easier to use client-side code to effectively "lock" a record based on a simple Ajax check when the record first loads. Obviously this can be bypassed if you _really _ want to but for many customers that was enough to prevent normal users from editing records they did not want them to.<br class=""><br class="">HTH<br class=""><br class="">Al<br class=""><br class="">On 26/06/2023 14:22, socialboostdk wrote:<br class=""><blockquote type="cite" class="">Hi there,<br class="">I have found something that I thought was relatively easy, but perhaps is not 😨<br class="">Is there any way to limit the access to a record based on the record settings?<br class="">The customer use case is this:<br class=""> * They have colleagues working in different departments of their<br class=""> business. Lets call them Nike, Adidas, and Converse.<br class=""> * A user working in Nike is allowed to see all "Nike"-related<br class=""> Contacts, and a user working in Adidas is allowed to see all<br class=""> "Adidas"-related contacts, etc.<br class=""> * There are also users allowed to se a combination, ie Adidas + Nike<br class=""> or Converse + Nike, etc.<br class=""> * The contacts would perhaps have a multi-select with "Nike, Converse"<br class=""> etc in them. This could also be another field/solution.<br class="">How would you configure this? Is it even possible?<br class="">I know sharing-rules, but those (as I see it) only allows me to use assigned-to field as the parameter, nothing else. So how would I make a Contact that can be accessed by users using either Nike or Converse?<br class="">And/or Are there alternative solutions for this use-case?<br class="">Thank you for any input 😅<br class="">Cheers,<br class="">Chris<br class="">_______________________________________________<br class=""><a href="http://www.vtiger.com/" class="">http://www.vtiger.com/</a><br class=""></blockquote><br class=""><br class="">_______________________________________________<br class=""><a href="http://www.vtiger.com/" class="">http://www.vtiger.com/</a></div></div></blockquote></div><br class=""></div></body></html>