If you share a quote with someone in your system, can you let them edit or change the quote while blocking them from submitting or finalizing it? How does your workflow or permission structure support this kind of collaboration—what steps or settings do you use to separate editing rights from submission authority?
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Sharing and Editing Permissions: How Do You Limit Quote Submission?
Best answer by Ilay Spoval
Hi Eliza,
While we don’t offer a built-in way to block submissions for specific users, there is a workaround you can implement using existing functionality.
I recommend adding a playbook question that acts as a permission flag to determine whether a user is allowed to submit a quote. You could name this question “Quote Submit Permission Flag” and set it as a numeric, calculated answer type.
The default value should be 0. Using a conditional answer, reference either the [user.login] or [user.group] parameters to check against a predefined list of users who should not be allowed to submit quotes. If a restricted user is viewing or configuring the quote, the flag value should change to 1.
To enforce the restriction, set up a submit validation rule that blocks submission when the “Quote Submit Permission Flag” equals 1. This will trigger a validation error if a restricted user attempts to submit the quote, effectively preventing them from doing so.
Let me know if you’d like more detailed instructions or if you’re ready to move forward with this setup.
Best,
Ilay Spoval.
+1Hi Eliza,
While we don’t offer a built-in way to block submissions for specific users, there is a workaround you can implement using existing functionality.
I recommend adding a playbook question that acts as a permission flag to determine whether a user is allowed to submit a quote. You could name this question “Quote Submit Permission Flag” and set it as a numeric, calculated answer type.
The default value should be 0. Using a conditional answer, reference either the [user.login] or [user.group] parameters to check against a predefined list of users who should not be allowed to submit quotes. If a restricted user is viewing or configuring the quote, the flag value should change to 1.
To enforce the restriction, set up a submit validation rule that blocks submission when the “Quote Submit Permission Flag” equals 1. This will trigger a validation error if a restricted user attempts to submit the quote, effectively preventing them from doing so.
Let me know if you’d like more detailed instructions or if you’re ready to move forward with this setup.
Best,
Ilay Spoval.
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