How to prohibit editing of records whose status is "Completed"
In an app for which the Process Management feature is enabled, you can set user permissions for each status.
For instance, if you want to prohibit editing and deleting of records whose status is "Completed," configure the setting as described below:
Target Records in Priority Order | Assign Permissions for Users, Groups, and Departments |
---|---|
"Status" "includes any of" "Completed" | Everyone [✔] View [ ] Edit [ ] Delete |
All records | Everyone [✔] View [✔] Edit [✔] Delete |