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How do I make all fields on a page read only if a certain condition is met?


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Essentially, I have a picklist field which when set to a certain value, should lock the entire page from being edited.

Best answer by Huyen_York

Here’s an example page to achieve this use case per Rob’s suggestion if you’d like to import and test in your org. I’ve tested it in a sandbox that’s on Dubai Update 3

I’d suggest double-checking the model action and also the branch condition. If the field API name is Status, the correct formula would be {{Status}} === "Complete" (screenshot below).

Here’s a quick GIF to show the expected behavior in runtime:
D6185A6F-AB7A-43D9-B0E6-5D271F808A2C-95097-0004EADF1DD733E0

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5 replies

Forum|alt.badge.img+17
  • Nintex Employee
  • 3763 replies
  • July 12, 2024

Welcome to the community. Thanks for asking.

In the most recent version of Skuid (Dubai Update 1) we introduced a new component action to change the “Mode” of the form. You could use this.

Here is a sketch.

  • On the model with your picklist field create a “Model action sequence” that fires on “Update row” when that picklist field is updated.
  • The Action should start with a branch that uses the value of your picklist field. If the picklist field is the certain value - the branch is true.
  • On the true branch add a “skuid component action” that targets the form component. See the image below for the configuration options.

Hopefully this works for you…

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@Rob_Hatch

Unfortunately, this does not work. I created a Branch and when a specific Condition (Status = Complete), change the form to Read Only. This didn’t change to read only. Nothing Happened. I’ll be opening a ticket on this. I’m on Dubai Update 3 (15.3.21.0)

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Forum|alt.badge.img+13
  • Scholar
  • 511 replies
  • July 12, 2024

Hey if you want a simple, but less elegant solution, duplicate your form, the 2nd being read-only. And add display logic on each. Read only should only render when Status = Complete, and the other when opposite.

Hope it helps

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Forum|alt.badge.img+4
  • Nintex Employee
  • 32 replies
  • Answer
  • July 12, 2024

Here’s an example page to achieve this use case per Rob’s suggestion if you’d like to import and test in your org. I’ve tested it in a sandbox that’s on Dubai Update 3

I’d suggest double-checking the model action and also the branch condition. If the field API name is Status, the correct formula would be {{Status}} === "Complete" (screenshot below).

Here’s a quick GIF to show the expected behavior in runtime:
D6185A6F-AB7A-43D9-B0E6-5D271F808A2C-95097-0004EADF1DD733E0

Translate

annajosephine
Nintex Employee
Forum|alt.badge.img+18
  • Nintex Employee
  • 866 replies
  • July 12, 2024

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