Override role permissions with button
Hello everyone! I am hoping someone may be able to assist me with this issue. I have a role that prevents users from editing a record once the status of the record has changed to "Closed". However, ...
Forum Discussion
If I understand correctly, it sounds like you have role access level rules for the modify portion where If [status] = "Closed", do not allow that role to edit the record. However, there may be instances where this rule is too simple and the role may actually need to edit certain aspects of the record if x, y, or z are true.
If I were you, I would:
1. Create a formula checkbox field that encompasses all factors of why a user may be able to edit the record. Code it in such a way that if the user is allowed to edit the record, then this formula checkbox field will be true (checked). Then go to your role-access level rules and change the custom access rule to:
If [formula checkbox field] = true then the user may edit the record.