How to mark record in creatio readonly on particular condition
I want to make a record read-only for all users in Creatio based on a condition.
I have added a checkbox field on the record. When this checkbox is checked, I want the entire record to become read-only for all users.
To achieve this, I created a Business Process that modifies access rights for the record when the checkbox is updated. The process runs successfully without any errors. However, the changes are not getting reflected on the UI users are still able to edit the record.
Could you please help me understand:
- Is modifying access rights via Business Process the correct approach for making a record read-only?
- Are there any additional steps required to enforce read-only behavior on the UI?
Any guidance or best practices would be greatly appreciated.
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Hello.
Yes, modifying access rights via a Business Process is the correct approach for making a specific record read only. Creatio supports changing record permissions through the Change access rights process element, and this mechanism is intended for granting or revoking permissions for конкретних записів automatically.
At the same time, for this to work, record permissions must be enabled for the target object. If the Use record permissions option is disabled, users who have sufficient object level permissions will still be able to edit the record, and the permissions applied by the process will not restrict them on the UI.
Please also take into account that certain users can still retain access regardless of record permission settings. In particular, users who have system operations such as Edit any data will receive access regardless of the object permission configuration. Also, by default, access is granted to the record author, record owner, and their management roles, as well as system administrators, unless the permission model is configured accordingly.
You can also review the related Academy article for record permissions and the Change access rights process element here.
https://academy.creatio.com/docs/8.x/setup-and-administration/administr…
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/pr…
Best regards,
Antonii.