Task set to read only after completion

[rfrancocantero]

Hi,

Is it possible to make a task read only after it has a certain status?

[victor]

Does it mean that a certain record (in the Task entity) is invisible to certain users until the status of this record becomes, for example, "ready to read"?
Please elaborate on your request.

[rfrancocantero]

Hi,

We work with tasks that are assigned to a team. Each team does something with the task and afterwards assigns the task to another team. Each task also has statusses.
When a task reaches 15 or Geannuleerd. It needs to be converted to read only so that noone can add thing to the stream or modify it. Is this even possible?

[dreginald]

IN entity manager, make all the fields Read Only when the Status is "Completed"

[rfrancocantero]

Hi, thanks but where exactly can I find this?

[victor]

Administration > Entity Manager > Your_entity_name > Fields > Your_field_name > Dynamic Logic > Conditions making field read-only.

More about Dynamic Logic: https://docs.espocrm.com/administrat...#dynamic-logic.

[rfrancocantero]

Hi, thanks but in the Field Names I don't see the Stream option. I would like to 'lock' the stream option so that nobody can add things into a completed task. I can't seem to achieve this.

[rfrancocantero]

Does anyone have an idea?

[dreginald]

There is no option from the front end. You can try with https://docs.espocrm.com/development/hooks/

[yuri]

For record locking, I recommend to have a read-only bool field that will be set to true (by formula or a workflow) when specific conditions met. Then, the dynamic logic will check that bool field.

Additionally, in the Before-Save API script it's reasonable to check for that field and throw an exception. This will prevent editing the record completely (even via the API).