Prohibit editing after submission

Home Forum Managing Stage / Role Field Access Prohibit editing after submission

This topic contains 3 replies, has 0 voices, and was last updated by  Anonymous 8 years, 11 months ago.

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  • #512

    Anonymous

    I have a form that uses a ‘save’ button to allow people to continue editing later. Once they complete the form they press ‘submit’. However even after submitting the form they can still edit the form. They do this by using the ‘resume’ link in the email that they recieved when they first saved the form.

    How can I stop people changing a form that they have submitted? I don’t mind them reviewing the contents.

    #5304

    tmrhymer
    Participant

    We tackled this issue by controlling the state of any button that causes a submit behavior with a combination of role and state. So even if the starter saves the form and gets an email with the “resume” link, once they submit the form, it leaves the default stage and moves onto “stage 2”. In Stage 2 we have set all of the buttons that cause a submit behavior to disabled for the starter role. So after the starter submits the form, if they click that resume link, the form is in stage 2 where the submit buttons are disabled for the starter role, and they effectively have a read only version of the form. You will want to control any buttons you have that execute the submit data command.

    You will also want to specify a role in the notification so that you can have this level of control. If you don’t specify a role then its going to be much harder to control what those users can do at later stages.

    For us we have established a best practice in our processes that we never send a notification with role unspecified. This allows us to always identify a users role when coming in from a link in an email notification.

    Hope that helps.

    #5305

    Anonymous

    I like the approach. This is a great help. Thanks.

    #5307

    ajobling
    Keymaster

    The answer given by tmrhymer is quite correct and is a perfectly good method to use.

    However, in order that you are also aware of other options, you can set the state of the form instance to Read Only by using the option in Form Properties | Advanced | Viewing.

    This will also prohibit any changes to the form.

    This should also be used in conjunction with the stage and role combinations described above.

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