How to Conditionally Disable Adding Related Records?

[xiv]

Dear Community,

Is there a way to prevent users from adding related records based on a specific condition? For example, when the status of a record is set to 'Closed' users should no longer be able to edit that record (which I know can be handled for individual fields via the Entity Manager - Fields settings).

However, my question is: how can I disable or block users from adding or creating related records from the bottom panel (disabling '+' and '...' buttons) when the status is 'Closed'?

Any advice or solutions would be greatly appreciated!

Thank you!

[lazovic]

Hi xiv,

Disabling buttons depending on the condition can only be done by modifying the EspoCRM code.

However, you can also consider using the API Before-Save Script so that users are notified that they cannot create a related record if its parent (or just another related record) has a certain status: https://docs.espocrm.com/administrat...re-save-script.