The Edit Rule In The Planning Process

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
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The edit rule is a general database design / management term for determining what business roles can edit a particular field and under that conditions. This can include the ability to ...

- a field can be clicked into and edited at any time

- a field can be clicked into but not edited unless it passes a validation setting

- a field can be clicked into but not edited unless it passes a security setting

- a field can be clicked into but never edited via Field Options

- a field edit rule via the layout field behavior setting

- a field edit rule is determined or overridden by a scripted process.

CLICKED INTO AND EDITED ANYTIME
This is the standard, straight out of the box FileMaker experience.

CLICKED INTO BUT NOT EDITABLE UNLESS IT PASSES VALIDATION
FileMaker fields can have a validation setting and this normally applies to all users regardless of their role in the solution. However, one of the validation option is via a calculated result and this opens up an almost unlimited number of possibilities.

Here are some links to other posts that might be of interest in regards to this topic...
ABOUT AUTO ENTER, VALIDATION AND STORAGE

CLICKED INTO BUT NOT EDITABLE VIA SECURITY SETTING
You can apply security settings for a privilege set (which normally mirrors a business role) and control the ability to edit a field. Just like the validation option, you can choose to have this setting controlled via a calculated value for an almost unlimited number of options.

Here you can see the custom record privilege dialog box and I’ve highlighted the setting that allows you editing field control setting.


CLICK INTO BUT NOT EDITABLE VIA FIELD OPTIONS

When you create a field, you can define options for auto entry, validation and storage. In the auto entry dialog, you can choose to prohibit modification of the value during data entry. This setting is global and cannot be tweaked to operate differently based upon the users business role.

CONTROLLING A FIELD VIA FIELD BEHAVIOR SETTING
This allows you to set a field to be entered into in browse mode or find mode. This appears as two different checkbox options for each. When checked, you can enter into that field in that mode. When it is not checked, you cannot enter into that field in that mode. Many times, you will want to have your key fields setup so they cannot be entered into in browse mode but can be entered into to perform searches. This setting is global and cannot be tweaked to operate differently based upon the users business role.


CONTROLLING THE EDIT RULE VIA A SCRIPTED PROCESS
Via scripting, you can do and/or undo just about any edit rule setting. Even the security settings for a business role can be overridden by a scripted process if the developer chooses to do so. At the bottom of each script is a small checkbox in the script to run with full access privileges. So if you click this check box, the script will run as if the user had no data or layout related restrictions and then go back to the users actual security settings when the script is completed.
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.
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