I have a puzzle situation that I would like to get help with:
we have custom module DELIVERIES that we use to manage and track deliveries to our customers
at certain point number of delieveries for the day reach maximum (not by qty or some standard rule, but by decision of warehouse manager)
when above situation comes, manager should be able to lock adding new records for that day = we would like to enable lock adding new records for the module DELIVERIES that have delivery date same as locked date manager locked
I hope I managed to explain clear enough…
We would highly appreciate if someone could advise how to acchieve this…
If you have a security settings set up so that this depends on a role, the manager can simply change the role (to remove Edit rights), and then change it back. This is a lock for the entire module, not record-level (you could also do it record-level, leaving the roles stable, but changing security group assignments).
That is the “no code” solution.
You can make this process easier with some code, so that it’s just a button to toggle the two states.
Code would also be required to make this dependent on a field in a record (like the “date/time closed”).