Set status to read-only when signatures are applied

If a work item has signatures, you can configure the work items in the status to become read-only when signatures are applied.

The read-only status is lifted when the process is performed and work item moves to a new status.

Example

When a work permit has been Sent for Approval and it is not yet in Approved status.

• The first signature has been applied, so you don't want the content of the fields and form to change before the other approvers add their signatures.

OR

• You want to allow the fields and form to be changed up until the last approver has signed.

Specify status to read-only when signatures are applied

1. Right-click an entity and click Statuses on the context menu.

   

2. On the Statuses window, select the Set status to read-only when processing has started check box.

3. Select an option:

   • First required signature has been applied - Status becomes non-editable when first signature is applied.

   • All required signatures have been applied - Status becomes non-editable when last signature is applied.

     

4. Click Save on the main toolbar.