Hi there,
I'm looking for some best practice advice. I have a Client object that I need to manage with the following business process -
- A new Client is created.
- This client information is verified by a second person at a later date. After the information is deemed accurate the second person sets the "Verified" property on the Client object.
- When the Verified property is set, the client should ONLY be editable by a person in a special "Can Edit Verified" group.
Now,
I have this woking in the security system using Object Permissions and a special security group.
Here are my specific questions:
- Is this the right approach or should I use Validation or Appearance?
- Is there any way to not block the entire object and only specific properties?
- Is there any way to not block all of the Associated Child objects (like Phone and Address)
Thanks,
Ralph
After a bit of experimentation, I am moving away from the Security system and using Conditional Appearance. It seems to give me the granular control I am looking for without effecting the Associated Child Objects. Is this a resonable use of COnditional Appearance or will I get into trouble down the road?