Hi, I am trying to modify a form so it allows a group of users (with edit access) to create a document with it but that will then prevent them from editing a large section of it once saved. I have been trying the controlled access sections but with no joy. The only group of people that should be able to edit the restricted section are editors with an ‘authorise’ role assigned. Any suggestions very welcome. Author and depositor access does not solve the problem as it effects the assigning of a new claim number.
Many thanks in advance
Regards
Mike
Subject: Reducing Groups Access Once Document is Saved
What is the Access Formula for your Controlled Access Section?
Subject: RE: Reducing Groups Access Once Document is Saved
“[Authorise]” & @IsNewDoc was my first effort but this didn’t work so I added a field called New to the form that gets stamped with “1” when saved and tried
“[Authorise]” | New!=“1”
this causes an ‘Incompatible data error’ though when trying to create a new document or view an existing one.
Thanks for your response
Subject: RE: Reducing Groups Access Once Document is Saved
Try this:
@If(@IsNewDoc;@UserName;“[Authorise]”)
This will allow the user to edit the section when the document is first created. Once it’s saved, only members of the Authorise role will be able to edit it.
Subject: RE: Reducing Groups Access Once Document is Saved
That works perfectly, thank you very much. It’s nice to learn how new features work.
Regards
Mike