Method:Classic General Q&A

Re: Sales Rep Field - Can it be "Read Only" after initial client set up?

Method_Michael — Fri, 06 Jan 2012 16:06:44 GMT

Shelley-

If an object is disabled it is still viewable just not editable.

-Michael

Re: Sales Rep Field - Can it be "Read Only" after initial client set up?

shelley — Fri, 06 Jan 2012 15:55:39 GMT

In other words, the field is disabled once the new customer record is saved...but before it is saved, our reps can edit the field. Will the field be viewable if it is disabled? The field needs to be viewable at all times.

Re: Sales Rep Field - Can it be "Read Only" after initial client set up?

Method_Michael — Fri, 06 Jan 2012 15:08:58 GMT

Shelley-

You can use conditions to get these results.

On the OnScreenLoad event of the screen I would but a conditions to hide or disable Sales Rep if RecordID > 0 (Meaning its an existing customer) and to show or enable Sales Rep if RecordID < 0.

Depending on how you setup your screens you may have to add simliair actions to your Save & New buttons or Clear & New buttons.

-Michael

Sales Rep Field - Can it be "Read Only" after initial client set up?

shelley — Thu, 05 Jan 2012 21:46:28 GMT

Recently, we decided to make the Sales Rep field read-only. What this means is that the field is frozen when a new client is entered. This scenario will be a management nightmare -- this will mean that our sales force can only enter their lead's information but will be unable claim their lead without notifying an administrator. Is there a solution -- can the field be editable when a client is setup initially?