Update on this... the steps that I outlined actually will NOT work. Setting that access criteria will prevent users from being able to edit journal notes that aren't theirs but it will also prevent them from viewing those notes as well. Which makes sense I guess since the option in the drop down is "Update and View". And there is not option to just restrict "Update". Only options are "Update and View" and "View".
So, does anyone know of any way that you can prevent users from making changes to a journal that was previously saved by someone else? We were able to control this in Heat Classic but I can't find a way to do it in Heat Service Management.
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My setup was already configured when I found it, but this is how we have it:
- Create (is is not already created) a boolean field called "IsNewRecord" and set it an Initialization rule to "true"
- Set the fields to Read only when IsNewRecord is False
- Create a Before Save rule to change IsNewRecord to "false"
As soon as someone (or even the system if it is an automated Note), saves a Note, the field gets changed to false and all the fields that you selected are Read Only (You can leave "Publish to Web" editable, for example, so if you later decide it can be useful, you can change it).
Hope this works for you.
That works. Thank you!