READ-ONLY Forms

A READ_ONLY_TEMPLATE tag can be used in a selection pane to govern if a form should be opened in a read-only state. If the pane connected to a form includes a tag called READ_ONLY_TEMPLATE with value 1, then all worksheets in the form will be locked for edit (read-only).

The control tag in the selection pane can be hidden or visible.

Example:

1. Add a check box control in the selection pane (or text box).
2. Name the control with control tag READ_ONLY_TEMPLATE
3. Decide if the control should be hidden or not. If hidden, then the control needs to be marked by default in order to send in the value 1 or connect it to a dataview that automatically evaluates which value to return.
4. Connect the selection pane to the template that should be read-only.

If the control is checked, then READ_ONLY_TEMPLATE = 1 will be sent into the PANE worksheet in the template and locked for editing upon opening.

If the control is not checked, then READ_ONLY_TEMPLATE= 0 will be sent into the PANE worksheet and the form will work as default with open edit cells.

Instead of having a fixed value for the READ_ONLY_TEMPLATE control in the selection pane, it is also possible to dynamically evaluate if the control should have value 0 or 1 (i.e if you want to make the form read-only for some users, but open for others). Connect the check box to a default dataview which evaluates if the user should be able to change in the form or not. The dataview should return 'true' or 'false'.

Dataview Example

Check box:

if @user_id = 'NFA'

select 'true'

else

select 'false'  

A textbox can also be used if it returns a '1' or '0'