AnsweredAssumed Answered

Field Entry Permission Design Structure

Question asked by cmilton1 on Jul 6, 2018
Latest reply on Jul 6, 2018 by philmodjunk

I've been a self taught in-house admin for about a year and a half so I have a moderate understanding of scripts, calculations, relationship tables, design etc. My prior experience was working with Saleforce and other CRM tools that had a different user interface experience for entering data. A design element that I'd like to introduce into my solution is one which forces the user to first "unlock" or click "edit" to be able to access fields to enter or edit them. Subsequently, the user would then need to click "save" in order to commit the data.


What design structure has worked for others? I thought of copying my layouts as "read only" layouts and then limiting field entry to them. Next, create an "edit" button that would use a single step "Go to layout" back to the original layouts that had field entry permission. However, once the field entry was completed by the user what's the dev structure that would force the user to click a "save" button?


Is this already a feature within security settings or somewhere else?


Thank you in advance