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certi_vimalcerti_vimal 

Edit access on Records/Fields only when certain criteria are fulfilled

Hi,


Is there any mechanism in SFDC, by which records/fields are made editable/read-only based on certain criteria. Example, the record will only be read-only if the "Status" field has values as "Terminated" but otherwise read-only.

 

Thanks,

 

Vimal

BA_AdminBA_Admin

As far as i know you cannot do it by standard process, might be possible by code
SunilSunil

Yes, This can be done.

 

Create two record types and two page layouts.  Make all felds read only on one of the page layout.

 

Write a workflow rule so to change the record type of the record based on specific value of the status.

 

This will solve the issue.

 

Let me know if you need more details.

 

Thanks

 

 

 

 
Varun NagpalVarun Nagpal

You will need to design a visualforce page for getting this done. 

<apes:panelgroup> should help you deliver this. Let me know if you need any sample code.

 

Regards

Varun Nagpal

KVP Business Solutions

varun@kvpcorp.com
hemantgarghemantgarg

Yes, a record can be shared based on some criteria using criteria-based sharing.