related lists - update / delete permissions based on form status:

[tkrishna29]

Hi,

How can I restrict users to add / remove / edit Related List items based on my form status?

My Scenario:

I have a Site Information workflow with Field engineers as a related list. We are allowed to insert new field engineers in the New status. Once the workflow reaches final step, My Site Information form has a closed status. At this point, I don't want the users to remove/edit the related list items.

Greatly appreciate your help.

Thank you,

Krishna

[awessel]

You can accomplish this by editing the list control's Omit Edit Condition field. To achieve this you can right click the related list's header and select List Control. The Omit Edit Condition field may not be present on that form. You can find more details on this functionality here.

[tkrishna29]

Hello Adam,

That would only eliminate the New / Edit buttons on the List Layout. It will not control user from editing or inserting a new record using Insert New Row / double clicking on one of the values.

And I don't want to disable the list editing feature as Users want to have it in the initial phase.

Regards,

Krishna

[awessel · Accepted solution]

In that case you're going to have to do this via create and write ACLs on the table that's referenced in the related list. You can add conditions to an ACL that match what you're discussing and combine that with any role-based ACL.

[tkrishna29]

Hi Adam,

I expected kind of standard configuration that can accomplish this standard functionality.

Thanks for the tip, and I'm settling down on using the stage-based ACL.

Regards,

Krishna