Automatically locking after a month

Is there a way to automatically lock entries older than a month?
What might be an alternative approach to avoid users editing old entries but still be able to view them?

Hi,

Currently, we don’t have a way to lock records unless you write further scripting.

Here is a workaround for you. Let’s say you would like to prevent users from editing entries that were created one month ago. Then, you may follow the steps below:

Step 1. Create a date field with default values to retrieve the create date of each entry:
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Note: remember to apply the populate empty values to apply the new setting to existing entries.

Step 2. Create a “Last Available Date” date field to calculate the last day that users can edit the entry.
For example, 30 days after entry creation:
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Note: remember to apply the formulas recalculation to apply the new setting to existing entries.

Step 3. Create a "Last Modified Date with default values to retrieve the last modified date of each entry:
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Step 4. Create a “Check” free text field to compare the date of the “Last Available Date” and the “Last Modified Date”
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It means if the “Last Modified Date” is later than “Last Available Date”, returns “No”. Otherwise, returns “Yes”.

Step 5. On the “Check” field, set a validation so that the entry can only be saved with the “Check” field equal to “Yes”.
You may set the error message if necessary:
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In the future, when users try to edit the entries and save them, they’ll get the error message:
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That is, they’ll be able to access the edit mode still. However, they won’t be able to save the changes.

1 Like

Angie, you are awesome! :kissing_heart:
Thank you for the very detailed reply.

As SysAdmin, I can uncheck “read only” from Last Date Modified, do the modifications, then delete Last Date Modified, Save, then put back “read only”. Works well.