Planned start/end dates to be read-only when a change is in the New state for changes which have a parent that starts with RLSE.

[Steve6]

Hello,

I have a user requesting for planned start/end dates to be read-only when the change request is in a New state for changes which have a parent that starts with RLSE. Change_Managers should be able to edit those fields. Non-change_managers should not able to do so. For some reason, I'm not able to make these fields read-only and I haven't been able to determine why. 

So far I've tried: dictionary entry override, client script, UI Policy Actions, and UI Policy and have confirmed that none of those did the trick as we still noticed that the fields were editable for non-change_managers. I've been looking for an OOB Script or Business Rule that might be in conflict in the instance, but haven't found it yet. 

Consequently, I'm reaching out to the community for any input/help.

Steve.

[Ben Rowny]

Whenever something needs to be read-only/editable for only users with certain roles under certain conditions, my go-to is generally a Security Rule / ACL.  Have you tried creating ACLs on change_request.planned_start_date / change_request.planned_end_date?

[Steve6]

Thank you for your response, Ben.  I haven't tried that yet because I'm a little scared of them.  However, I think it's time to overcome that fear.  I'll give it a go..

If it's possible to share any examples with me, please do so.  And, thanks again for your help.

Steve.