Logging Data for Sales People

[Wellington_Chen (Wellington)]

Hello,

I would like some guidance to see if any of these could be done:

• A log where notes could be entered, once entered, only admin users can modify. Regular users can only add additional notes but not modify existing; OR
• If above not possible, have App send a list daily for all changes made to any cell.

On another note, is it possible to “assign” an address to a user? Such that I can assign Address 123 main street to John, provided that he closed the sale, and cannot be assigned to another person?

Much appreciated, thanks!

[TyAlevizos]

Hi. Both of these are definitely doable in appsheet.

For item one, there are multiple ways to achieve this, but perhaps the simplest is that you can mark a data source as “add only”:

For your second item, it’s a little unclear, but I think you are asking for a relationship between an address table and a user table, and again, this is definitely achievable. “Provided that something happened” is supported via extensive calculation support throughout the platform, as is the concept of “cannot be assigned to another person”. Here are a few help links to get you started:

Limiting Users to Their Own Data

Control Whether and When a Value Can be Edited in a Form

Editable_If Column Constraint

Hope this helps!

[Wellington_Chen (Wellington)]

Thanks for the prompt reply!
So for the first item, you are suggesting that I should use Editable_If to condition certain columns?

With this would I be able to limit John to only Add and Jane to full access? I pressed the little flask icon. Am I right to assume that Add means that previous content already written is locked and only additional information can be added into that same field ? And Update refers to changing the content of the field when content is already present?

I found the Audit Log - Is there a way to have this emailed like a daily report of what was edited by user based on the row?

One last quick question - Initial values, say I wanted to add a row to the table, How to set the initial value as the (highest number in the column)+1?

Thanks for all your help!

[TyAlevizos]

Hi. That’s a bit more to unpack.

“With this would I be able to limit John to only Add and Jane to full access? I pressed the little flask icon. Am I right to assume that Add means that previous content already written is locked and only additional information can be added into that same field ? And Update refers to changing the content of the field when content is already present?”

This is all generally correct.

“I found the Audit Log - Is there a way to have this emailed like a daily report of what was edited by user based on the row?”

I think the answer here is no, from the POV of a particular app - this is really a platform management feature. However, if this is important to you, you could create a new action to copy a row to another “audit” table that you would manage, here’s that action choice:

On your last question, there’s probably a few ways to do this; one way is to set the initial value of a field to a “select” statement, e.g.:

max(SELECT(data[DecimalExample], TRUE))

The above says “get the max value of a column called DecimalExample from the table called data”. You can learn about expressions, selects, filters, et al from our help pages.

Hope this helps!