Does someone knows how to make some fields read only in the "Editable Items" when clicking the Edit button in the Agent Workspace?
Here is more context, the record is in Closed state, however if the user checks one record and clicks "Edit" button, the Edit Items panels allows to change the state of the record. Is there a way to prevent the user to modify fields based on certain criteria or dependent values other than ACLs?
Hi @Oscar Lopez
That's a declarative action, you can find these workspace buttons in the Action Assignment [sys_declarative_action_assignment] table.
From your screenshot, I think that is the below button.
URL: https://<instance_name>/sys_declarative_action_assignment.do?sys_id=4a9232b273131010a0a79329faf6a732
So that action is created with the Global table.You can exclude the specific table for which you want to apply your custom conditions under the related list.Then, you can clone it and redefine the table and conditions according to your specific business requirements.
Cheers,
Tai Vu
Hi @Oscar Lopez
That's a declarative action, you can find these workspace buttons in the Action Assignment [sys_declarative_action_assignment] table.
From your screenshot, I think that is the below button.
URL: https://<instance_name>/sys_declarative_action_assignment.do?sys_id=4a9232b273131010a0a79329faf6a732
So that action is created with the Global table.You can exclude the specific table for which you want to apply your custom conditions under the related list.Then, you can clone it and redefine the table and conditions according to your specific business requirements.
Cheers,
Tai Vu
Definitevly it was the Action Assignment button.
What I did was to clone the button and changed it to use Table: sn_customerservice_case
this overried the global button, however the Record Conditions doesn't seems to work the way expected. I would've thought that it will prevent to write in the backend if I specify that button should edit when a Case is Closed. Also not quite sure how to use Client Conditions.
