1 Reply Latest reply on Oct 28, 2010 1:00 PM by philmodjunk

    Lock Invoices after Status Change



      Lock Invoices after Status Change


      Hi there,

      I have several fields that I want to lock when an invoice status is changed to "FINAL QUOTE." I have line items on an invoice from the linking table that I want locked when the status changes: Qty, Manufacturer, Model, Description and Unit Price.

      How do I go about doing this?

        • 1. Re: Lock Invoices after Status Change

          We do this with our invoices when the status changes to "printed".

          In Manage | Security, you can set up a custom privilege that prohibits editing on a table based on an expression such as: Invoice::Invoice Status  ≠ "Final Quote"

          This doesn't prevent adding a new record to your table, but a validation rule that checks the same field can prohibit that and you can put script triggers in place so that the user can't even try to add a new record.

          To learn the details in how you set this up, see "editing record access privileges" in FileMaker help, paying special attention to the section titled "Entering a formula for limiting access on a record-by-record basis".