Block Editing A Record via a Script

Discussion created by TSADesign on Oct 22, 2015
Latest reply on Oct 26, 2015 by TSADesign

I have a Sales Leads database that is separate from the CRM database (my client only wants active customers in the CRM database). The Sales Leads database is for pre-customers - customers that haven't purchased yet from my client (once they purchase they will be exported into the CRM).


I am trying to develop a script that will allow a record to be viewed, but not edited once a button has been toggled. I don't want the record deleted just as a backup, but I don't want the sales reps to be able to make edits in the Sales Leads database - rather they will be directed to update records in the CRM database. In addition, there are related tables that editing will need to be blocked on as well.


Anything that you can provide will be helpful and appreciated.


Thank you,