Has anybody attempted to set access rights based on conditions or is this even possible?
For example - suppose I want a technician to have complete editing access to appointments, but once the status is changed to Completed, they now have View Only rights.
Or, if the technician was assigned to the appointment, access rights = Delete, but if the technician was not assigned to the appointment, access rights = View Only.
Hi Sean
Access rights in Acumatica do not have conditions, however you can try to set the required configuration by allowing/forbidding certain actions on the workflow stages. In addition to this you can use Automation steps or Automation engine to configure certain actions visibility on a certain statuses of the document.
This do not solve the problem of the visibility of the appointment to the staff which is not assigned to this appointment, I recommend you to review Row Level Security options, some of them might have partially address the requirement you have.
You suggestion might be a good improvement for Acumatica, do not hesitate to submit it as an idea so that other members of the community can vote for it.
+1
Thanks Olesia! Looks like Automation Steps and workflow editing might help with what I want to achieve. I will probably submit as a feedback idea as well!
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