ACL

[Mark Wood]

Hello Experts,

I am working on the below requirement.

When State is Pending HI Case
and Caller is Logged in user
Then make the state field read-only on the form as well as on list
How can we achieve this using ACL?

Thank You

[Voona Rohila]

Hi @Mark Wood 

You can create a 'write' ACL on state field with conditions as 'State is Pending HI Case and caller is dynamic(me)' and add appropriate roles on who can have write access on this field

[Stefan Reichelt]

Honestly, I see this as a classic example for a Data Policy. As stated by Voona, it is possible with an ACL indeed, but this is rather process than security related, so I believe a Data Policy is far enough to achieve what you want. You can get it done with just a few clicks, and it's easy to handle.

Best regards,

Stefan

[Mark Wood]

Hello @Stefan Reichelt ,

Following your data policy approach, I tried to make the field read-only. It works fine in the list view, but in the form view, I am still able to access the state field, which I want to make read-only. Unfortunately, it's not working. Could you please guide me on why this is happening?field should be read only.

[Stefan Reichelt]

Did you make sure to activate the "Use as UI Policy on client" checkbox?