I am not too sure which sub-forum this should go under, but since I think it would be done on the form itself, I will place it here.
I have been reading various threads on here and elsewhere about record locking. It seems most of them are just for the purpose of preventing multiple users from editing the same record at the same time. That is not quite what I am after however.
Is there a way to have an entire set of records to become locked and stay locked until an admin unlocks them? I have not setup a login system just yet, but I have messed with it before and laid the ground work for it.
Essentially one concern a user and the boss brought up is maintaining an "authentic" copy of a quote, that way if say a salesman comes in later and tries to mess with/edit it, they can't. This would be to ensure we always maintain an original copy of a quote. This was never a problem with excel, since the person who did the quote would always have the original file.
In a perfect world, I would be able to allow certain users the ability to click a button and place a lock on the records that only a few others could click to undo. Another set of users could still view the records, but the button would be disabled for them thus not allowing them to unlock them. They could however click the create revision button, cloning the record set into a new, replicated quote. That would preserve the original, but give them the ability to still make changes if they need it.
Is something like this doable for a novice such as myself? As I said higher up, I have messed with a login system once before, but didn't think it would be needed so never fully developed it, let alone go further and granting certain levels of permissions.
I have been reading various threads on here and elsewhere about record locking. It seems most of them are just for the purpose of preventing multiple users from editing the same record at the same time. That is not quite what I am after however.
Is there a way to have an entire set of records to become locked and stay locked until an admin unlocks them? I have not setup a login system just yet, but I have messed with it before and laid the ground work for it.
Essentially one concern a user and the boss brought up is maintaining an "authentic" copy of a quote, that way if say a salesman comes in later and tries to mess with/edit it, they can't. This would be to ensure we always maintain an original copy of a quote. This was never a problem with excel, since the person who did the quote would always have the original file.
In a perfect world, I would be able to allow certain users the ability to click a button and place a lock on the records that only a few others could click to undo. Another set of users could still view the records, but the button would be disabled for them thus not allowing them to unlock them. They could however click the create revision button, cloning the record set into a new, replicated quote. That would preserve the original, but give them the ability to still make changes if they need it.
Is something like this doable for a novice such as myself? As I said higher up, I have messed with a login system once before, but didn't think it would be needed so never fully developed it, let alone go further and granting certain levels of permissions.