Make a page field editable or locked

You can set up a business rule that will make certain fields locked or editable on a record page under specific conditions.

To implement the logic of the case, you need to make the Applicant field editable only for those requests where the value in the Status field is “New,” “Under evaluation,” “In progress,” “Canceled” or “Denied.” This will automatically lock the Applicant field for any requests where the value in the Status field is “Completed.”   To set up this business rule:

1. Open the needed section (e.g., the Requests custom section) and add a new business rule. You can learn more about adding and setting up a new business rule in the “Set up a new business rule” article.

2. In the “IF” block of the business rule, set the filter to define the conditions for triggering the business rule. For example, to apply a rule to the requests with the “Completed” status (Fig. 1):

   1. Click Add condition.

   2. In the field that appears, select the “Status” column as the lookup value.

   3. Hover your cursor over the “=” (equal) sign and click the arrow that appears next to it to open the drop-down menu. Select the “≠” (not equal) option from the drop-down menu.

      Note. You can use the “Make field editable” business rule to both lock and unlock fields. Whenever the IF condition of the rule is fulfilled, the field will be editable. Otherwise, the field will be locked.

   4. Click the  icon and select the “Lookup” field type in the drop-down list.

      A set of fields for specifying lookup values will appear to the right.

   5. Select “Completed” as the lookup value from the drop-down list.

      Fig. 1 Make field editable/locked - configuring the “IF” condition of the business rule

      

3. In the “THEN” block of the business rule, set up the action that would implement the needed business logic (Fig. 2):

   1. Click Add action → “Make field editable.”

   2. In the Which field will be editable field, select the field to lock/unlock, e.g., Applicant

   3. Click Apply → Section Wizard → Save.

      Fig. 2 Make field editable/locked - configuring the “THEN” condition of the business rule

      

As a result, the Applicant field will be editable if the request status is not equal to “Completed” – i.e., “New,” “Under evaluation,” “In progress,” “Canceled” or “Denied.” If the request status is “Completed,” the Applicant field will be locked.