How can I make a form read-only once it is populated with info?

Last post 09-09-2008 05:58 AM by sueric. 2 replies.

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09-08-2008 11:01 AM

sueric
Joined on 09-08-2008
Posts 2

How can I make a form read-only once it is populated with info?

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I am creating a travel form that first needs to be routed to a manager for approval and then to the client for his or her approval. It will include information like estimated airfare, car rental, etc. I do not want the client to be able to modify any of the fields on the form except their approval/reject button in the client section. How can I make this information read-only?

Thank you.

09-08-2008 09:04 PM In reply to

ravig
Joined on 06-21-2008
Posts 27

Re: How can I make a form read-only once it is populated with info?

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Hi Sueric,

Create a view with all fields read only. If the manager approves the form then shift the view to read only view. Then the user will not be able to edit the form.One more way is creating user roles and shift the view to read only view if the client opens the form. (give viewer role to client and if role=viewer shift the view to read only view)

Ravi G

09-09-2008 05:58 AM In reply to

sueric
Joined on 09-08-2008
Posts 2

Re: How can I make a form read-only once it is populated with info?

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Thanks for your response. I will try one of these two options and let you know if I have any more questions.

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