I have a Service Request form in a Business Workspace that contains a “Description” field where the user describes what they are reporting. For compliance/audit reasons i do not want agents to be able to edit this after the form is submitted. There may be a couple other fields I need to lock after the form is submitted as well.
I can’t figure out how to block this with either roles or rules.
+2I tested on my end by doing the following (which prevented me from editing the description field whereas before I had the ability to do so):
Change to appropriate Workspace → Business Rules → Create New → Ticket →
Name your rule
Change applies to → Agents
Change Execute on → Edit Form
Enter condition(s) if applicable. I used where Logged In User.Email is [my email address] to test
Actions → Disable → Description.
Save + Activate
+6
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
