Need Some Advice from SBM Guru's Question

Hi All,
I need some advice and or ideas.
We have a project that was built many years ago.
Some of the very old tickets need to be updated with newer information, but some of the user fields have old user names who are no longer employed & have the word (deleted) next to their names in these fields.
The Manager that wants to update some of these fields doesn't want to change those fields but wants to be able to update them and keep the change history visible without having to go back thru and query on the change history every time to see what fields have changed.... I'm at a loss figuring out the easiest way to accomplish this. Any ideas would be most welcome....

Responses (3)
  • Accepted Answer

    Saturday, May 13 2017, 11:18 PM - #Permalink
    Sorry, I'm confused: The manager doesn't want to change the fields but wants to update the fields?
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  • Accepted Answer

    Tuesday, May 16 2017, 06:43 AM - #Permalink
    Good Morning Paul,
    I apologize for confusing you.. I know it sounds strange. But, yes. I'm probably over-thinking this.....
    The only thing I can think of is some how is to create a section with those same fields and only grant her the access to those fields and she can copy in the deleted users and then update the other fields with whatever information she wants. in other words, create an archived section for her only.......
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  • Accepted Answer

    Thursday, May 18 2017, 08:49 PM - #Permalink
    How about:

    1. Create a Role: Special Updater
    2. Create a regular (not an update) Transition: Special Update. Restrict this transition to the Role "Special Updater"
    3. Set any field over-rides on the transition to allow the fields to be edited.
    4. Create a form with all the fields needed.
    5. After deploying, grant that 1 user the "Special Updater" Role. That person will be the only person that can use the "Special Update" transition.
    Essentially a custom transition for 1 user. There's probably a better way to do this but my brain is frozen. I was just outside shaking snow off the trees. Ahhhh. Colorado in the spring.
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