I need the Approval State field to be read only unless an approver. The dynamic UI Policy I set up isn't working. Help!

[dalewechsler]

I need the Approval State field to be read only unless an approver. I set up a UI policy with a dynamic condition but it's just not working and I don't see what the problem is. Help!

Condition:

Approver is(dynamic) Me

UI Action:

State --- Read only is False

It works for the non-approvers, but when I go in as an approver, it's still read only. Oddly enough, when I reverse the UI Action (State -   Read only is True) it's editable by everyone whether approver or not. What am I missing?

Thanks for any assistance!

[SanjivMeher]

By Data Dictionary, I meant Data Policy, which will restrict users from double clicking and changing the state from List view.

You can also make ACL dynamic and you can put the same condition you added in UI policy. For example below is an out of box, that should have been already working for you.

[dalewechsler]

I did notice that ACL and wondered why it wasn't working. I noticed it didn't have a condition, so I added: Approvers is not empty. With Read Only checked in Dictionary for State, it was still read only for everyone and with it unchecked it was writable for everyone.

This ACL is for the form, I presume, and not just the State field. When I right click on State and then Configure Security, I only get a slush bucket that allows me to choose roles but I didn't see a way to set up a conditional ACL for just that field.

That's as far as I got with the ACL angle. I'm still (and now think I always will be) a rookie with this system. I really appreciate your patience and your suggestions.

[SanjivMeher]

You can know from the name if it is for state field or not. For example, for below it is sysapproval_approver.state.

ACL is at dictionary as well as form level. That's the idle way of restricting users from editing a field, which adds more security.

When you open the dictionary record of state field, you should see the ACL.