Give a Role Permission to Edit Existing Records but Not Create New Ones

  • Navigate to Customization > Workflow > Workflows > New 
  • Basic Information:
  • Name: Enter Value
  • Record Type: Select Custom Record
  • Execute as Admin: Enter Checkmark
  • Release Status: Select Released
  • Enable Logging: Enter Checkmark
  • Event Definition:
  • On Create: Enter Checkmark
  • On Update: Enter Checkmark
  • Condition:
  • Field: Select User Role
  • Compare Type: Select any of
  • Value Field: Select Role
  • Click Save 
  • Click State 1
  • Bottom right corner: Click New Action
  • Click Return User Error
  • Basic Information:
  • Trigger On: Select Entry
  • Parameters:
  • Text: Enter You are restricted from creating new records.
  • Click Save

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