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Need Last quarter data to be in read-only for the users - Partial records (rows) in SharePoint to be readonly for users when the quarter numbers are finalized

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Posted on by CU23070452-1

Hi Team,

I have a SharePoint List which holds quarterly data. The user enters the data via PowerApp forms. At the end of each quarter, once the numbers for the quarter are finalized, I need to restrict the users from editing any of the past quarter records and should be allowed to update records for the new quarter in the same SharePoint List.

Admins however should have full access to edit any of the records.

Please advise how this can be achieved.

Thanks

Aminah

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WarrenBelz 146,651 Most Valuable Professional on at

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Re: Need Last quarter data to be in read-only for the users - Partial records (rows) in SharePoint to be readonly for users when the quarter numbers are finalized

Hi @Aminah_Hussain ,

You quarter naming protocol does not really allow for calculations matching the current date, so maybe keep a control list of all the quarters that are locked then filter records as to whether they are in that list or not (and make them view mode if in the list).

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WarrenBelz 146,651 Most Valuable Professional on at

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Re: Need Last quarter data to be in read-only for the users - Partial records (rows) in SharePoint to be readonly for users when the quarter numbers are finalized

Hi @Aminah_Hussain ,

Have you had an attempt at what I suggested - it you post the code and the result, I am happy to look at it.
CU23070452-1 25 on at

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Re: Need Last quarter data to be in read-only for the users - Partial records (rows) in SharePoint to be readonly for users when the quarter numbers are finalized

Hi Warren,
Could you please assist with an example for better understanding?
Regards,
Aminah
WarrenBelz 146,651 Most Valuable Professional on at

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Re: Need Last quarter data to be in read-only for the users - Partial records (rows) in SharePoint to be readonly for users when the quarter numbers are finalized

Hi @Aminah_Hussain ,

One way would be to mark the records in some manner when the numbers are finalised and then test two things - the field relevant field value is present and the user's authority. You could also consider keeping a control list with the date after which records are subject to this locking and do the same tests on this.

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

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