[lmccamy]

Our Customer ID field (EntityID) is set when a client is set up. We have had issues with people accidentally overwriting the field and would like to lock it down. I tried creating a workflow to make it inline text if the role isn’t an Administrator, but I can’t find the field anywhere. I tried using External ID, but it did nothing for me. Is there a way to lock the field down?

To make it more complicated, we have different types of customers and I only want it locked down for some of the customers, based on a custom field. However, I can’t find the custom field in the list to create a condition.

Any help is greatly appreciated!

Thanks.

Lisa
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[david.smith]

User Event Script (before load). Should be pretty simple and quick to do.

form.getField(‘entityid’).setDisplayType(‘disabled ‘)

You’ll want to add your other criteria around this.

[nicolas.habak]

First, create a workflow and set these field values:

RECORD TYPE (recordtype): Customer

SUB TYPES (recordtypes): select the ones you need (you may select more than one)

ON CREATE (initoncreate): unchecked

ON VIEW OR UPDATE (initonvieworupdate): checked

TRIGGER TYPE (​inittriggertype): Before Record Load

EVENT TYPES (initeventtypes): Edit

For the CONDITION (initconditiontext) field, click on the square with the arrow and add a line with these values:

FIELD: User Role

COMPARE TYPE: none of

SELECTION: Administrator

Then save everything.

Once the workflow is created, it will show up and you can go ahead and select State 1. Click the pen icon to show the Workflow state. Click the “New Action” button and choose Set Field Display Type.

Set the fields:

TRIGGER ON (​triggertype): Before Record Load

EVENT TYPES (eventtypes): Edit

FIELD (field): Name/ID

DISPLAY TYPE (​displaytype): Disabled

For the CONDITION (conditiontext), click on the square with the arrow and add a new line, leaving the Record column blank should let you find the custom field you are looking for.

Save everything.

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